Panel: Harnessing Customer Data and the CDP to Deliver Personalized Engagement in Financial Services and Insurance
Date & Time
Thursday, September 19, 2019, 11:00 AM - 11:45 AM
Financial services and insurance companies recognize they can increase revenue and long-term relationship value by offering their customers personalized experiences. However, they often find their data is too spread out across multiple silos to effectively create and act on a truly unified customer profile.
This session explores the importance of customer data platforms (CDPs) – especially the role they play in identity resolution and activation of customer data across channels (including across websites, mobile apps, and branch locations). In this session, panelists will discuss how to:
Leverage identity stitching across siloed data sources and diverse channels – resulting in a single, unified profile for each customer
Act on explicit and implicit data about each individual to deliver maximally relevant, individualized experiences across digital channels, during customer service interactions or in person at a branch
Use a CDP to power in-the-moment personalization across multiple channels with the right message, at the right time, and via the right channel for each consumer or account
Join us to learn about using CDPs in the financial services and insurance industries.
Room 157 A