Critical Data Tools for Financial Institutions

Premiered: September 7, 2021
Length: 28 minutes
Category: Data Analytics

Everyone is now buying everything online, including those who liked shopping offline. Amid this shift, people are now demanding better, more personalized experiences. Forward-thinking financial institutions are scrambling to better understand and track buying patterns and trends… but that’s not enough. In fact, there’s a huge gap most banking providers don’t recognize — one that prevents them from generating a meaningful ROI from their customer data platform (CPD).

In this session, you’ll see real-world success stories from the financial services industry, showing you how to get more value from your data by creating highly targeted, segmented, insight-driven campaigns. Discover how to extract the full potential of your contextual, demographic, behavioral, online, app-based and email data to create customer journeys that get big results.

Banking executives will learn:

  • Why all CDPs are not the same, and the potential pitfalls you need to avoid when picking a solution
  • How to use a CDP to solve common challenges in financial services
  • Tips for delivering truly personalized customer experiences at scale