The value of a Customer Data Platform in FinServ

Marketing Cloud Insiders

In an industry historically built on bricks and mortar and personal 1:1 face-to-face moments, we recognise the benefits of the CDP as we continue to evolve our interactions in the digital world. Going beyond one-to-many communications and helping organisations to do as much online as possible in solving problems or providing service upgrades. Beyond moments online, the CDP’s centralised customer profile is also easily accessed by bank managers, consultants, clerks and call-centre agents, allowing for a succinct in-person experience too.Amongst the capabilities, benefits and use-cases, what emerges is a picture of adaptive organisations outperforming their peers, with CDPs as an enabler by providing focus on higher brand awareness, customer retention, revenue growth and bringing back those personalised 1:1 moments at scale in the digital world.