Connected CX with CDPs: Accelerating customer growth & profitability for Banks

Presented by

Treasure Data - Thomas Kurian, Artefact UK - Athena Sharma, Artefact US - Akhilesh Kale, CDP Institute - David Raab

About this talk

Connected Customer Experience with CDPs: Accelerating customer growth and profitability for Banking, Insurance, and Investment Management To thrive in today’s fast-paced marketplace, financial services companies must leverage complex data to enhance, personalize and simplify customer experience. Many Global 2000 companies rely on Treasure Data Enterprise Customer Data Platform to create connected omnichannel customer journeys across the entire customer lifecycle – enabling them to build Customer 360 views, segment customer data, obtain actionable insights, improve marketing efficiencies, and deliver personalized experiences. The rewards for “getting it right” are substantial – from improving customer loyalty, customer lifetime value, and shareholder value, to decreasing cost-to-serve and enhancing capabilities to compete with non-traditional fintechs (such as Apple and Amazon) who are disrupting the market. Attend this online roundtable to hear from industry experts how you can: - Recognize the urgency of the challenges and opportunities for retail banks, insurance providers and investment managers - Expand engagement by identifying opportunities to use customer data around your customer’s journeys - Enhance customer experiences by putting in place the necessary and foundational customer data platform that leverages all the promises of AI. Join Thomas Kurian, Sr. Director of Strategy at Treasure Data, Athena Sharma, Sr. Director, Financial Services Lead at Artefact UK, Akhilesh Kale, Sr. Director, Financial Services Lead at Artefact US and CDP Institute founder David Raab as they discuss best practices and global trends to bring the customer journey and experience to the next level in the FSI industry.
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Treasure Data Customer Data Cloud helps enterprises use all of their customer data to improve campaign performance, achieve operational efficiency, and drive business value with connected customer experiences. Our suite of customer data platform solutions integrates customer data, connects identities in unified customer profiles, applies privacy, and makes insights and predictions available for Marketing, Service, Sales, and Operations to drive personalized engagement and improve customer acquisition, sales, and retention. To learn more, visit