Name: Driving Success with Mature Data Practices: Insights for Financial Services
Start: 2023-07-11T16:30:00Z
End: 2023-07-11T16:30:45.000Z
Location: BrightTALK

Heap is the only digital insights platform that gives you complete understanding of your customers’ digital journeys, so you can quickly improve conversion, retention, and customer delight.

Learn more at heap.io

The proliferation of data tools has been explosive. When looking to activate customer data, many organizations turn towards a Customer Data Platform (CDP). However, those who have adopted the modern data stack find that purchasing a separate, packaged CDP is often unnecessary.

Enter the Composable CDP - an emerging way to leverage best-in-breed tools in your existing tech stack to power your data from the warehouse.

Heap, Hightouch, and Brooklyn Data Co, a Velir company, enable teams to evolve beyond traditional ways of managing large, unwieldy data – by doing it together. Hear real-life examples from Austin Capital Bank (CreditStrong) and how their data, marketing, and product teams are successfully leveraging integrated data to power more insights, and less complexity.

In this webinar, you’ll learn:
- The value of a unified data infrastructure with a composable CDP across marketing, product, and data teams
- How to use Snowflake and Hightouch to enrich Salesforce data without custom fields and resources
- How Austin Capital Bank (CreditStrong) tracked the end-to-end user journey from marketing page to loan application, sending that data downstream to Snowflake, and activating it with Hightouch to perform advanced analysis

Austin Capital Bank: Powering Insights & Activation in the Composable CDP Stack

If you’re taking your first steps with a product analytics tool, or if you’re not sure how to even start using data to drive your business forward, then this session is perfect for you!

Whether you’re looking to drive product adoption, engagement, or retention, this session is all about setting you up with the user insights you need to succeed.

Before you dive into playing with reports and dashboards, watch this conversation with Timo Dechau to learn how to identify the levers driving your business growth, as well as the type of tracking you need in place to make sure you’re measuring what matters.

You’ll walk away with a lean analytics plan designed to accelerate your time to better user insights and ultimately bigger business impact.

The Lean Analytics Plan with Timo Dechau

If your team or company struggles with siloed data, you’re not alone. In our recent benchmark report, a full 86% of teams reported being frustrated by data silos.

Silos happen for many reasons. Teams struggle with technical challenges like insufficient resources or ineffective tools. Cultural challenges play an even larger role: over half of teams identified lack of cross-functional collaboration or communication as the primary causes of disconnected data.

When they persist, data silos pose a real threat to business outcomes. Disconnected data leads to duplicated efforts and increases the risk of uninformed decisions. At the end of the day, this means higher costs and missed revenue.

The good news: while silos come from many sources, and have tangible impacts on your company’s bottom line, there are also many ways to break them down. Hear from Heap expert practitioners as they explore the causes and costs of data silos, and share five effective ways to build a culture of data sharing across your organization.

Viewers will learn:
- Benchmarks from the new “Data Decoded: The Heap Digital Insights Report, 2023”
- The most common causes of data silos - both technical and cultural
- The varying causes and costs of data silos for large versus small companies
- How to understand and communicate the impact of silos on your company’s bottom line
- Strategies for breaking down silos and democratizing data

How to dismantle your data silos: 5 strategies

Did you know that only about 25% of product managers report that their company supports and values self progression? This data indicates that 75% of all PMs are not optimally supported when it comes to their personal and professional development.

Product Leadership Coach and author of STRONG Product People, Petra Wille as she walks through the importance of not only enabling your product team for success but also taking control of your own professional development. 

Watch the on demand webinar to learn how to:
- Find time to invest in your own personal, professional and skill development
- Identify champions and allies that are invested in a vision for you 
- Build your own Blueprint to identify development areas for your future-self

--------------------------------------

Petra Wille is an independent coach and author who’s been helping product teams boost their skill sets and up their game since 2013. For the past two years, her work has focused on helping product leaders build outcome-oriented product teams.

Petra is dedicated to sharing her knowledge with the broader product community. In January 2021, Petra published STRONG Product People: A Complete Guide to Developing Great Product Managers. The book has already generated considerable accolades in the product community with Martin Eriksson (Founder of ProductTank and Co-Founder of Mind the Product) calling it “the book we all needed on how to coach and empower our teams.”

Developing as a Product Manager ft. Petra Wille

Capturing the user data you need can be hard. Pulling actionable insights from that data is often even harder. Across industries, teams struggle with similar challenges when it comes to unlocking their analytics.

Heap’s new benchmark report, “Data Decoded: The Heap Digital Insights Report, 2023” confirms these challenges. The survey revealed that 86% of teams have data silos. 94% could be making more data-informed decisions. And while most teams have a set of core metrics, only 63% can say what they are right now.

If you and your team have faced similar pains, you’re not alone. Watch the webinar to explore the benchmarks in the report and hear real-world experiences and best practices from data-driven teams.

In this webinar, you’ll learn:
- How teams are adapting their tech stacks to deal with current economic conditions
- Strategies for sharing data to break down silos
- What works and what doesn’t when it comes to setting and reviewing metrics
- Best practices from data-driven teams across Financial Services, Healthcare, eCommerce, and SaaS

Decoding Data: Best practices from data-driven teams

Customer journeys are complex. As your business scales it becomes harder to quickly respond to your customers’ needs. And more customers engaging across devices, products, and channels can lead to fragmented data, making it difficult to connect the dots and uncover key areas of opportunity.

One solution for countering complexity and unlocking agility at scale? Comprehensive, actionable data.

With the right use of behavioral data, large organizations can reduce complexity and increase visibility into the full customer journey. Comprehensive data insights help you quickly understand and resolve points of friction, optimize conversions, and deliver digital experiences that attract and retain users.

In this webinar, hear how the product team at S&P Global Market Intelligence leverages data insights at scale, enabling their enterprise team to move at start-up speed.

Behavioral Data at Enterprise Scale ft. S&P Global Market Intelligence

Like many organizations, this past year alone brought a lot of unpredictable change. As executive leaders shift toward “doing more with less,” product managers and marketing teams are often at the front lines. As resources and budgets slim down, many teams are looking for easy, self-serve ways to deploy product-led growth (PLG) experiments.

With Heap + Appcues, product and marketing teams can leverage digital insights to personalize the way your customers adopt, activate, and use your product. Without burning through your engineering resources, your teams can take complete ownership of your PLG strategy. 

Watch this conversation with product leaders from Heap and Appcues to learn:
- Three examples of lean experiments the Heap product team ran with Appcues
- Value of designing product led experiences to drive conversion and turn your organization into a PLG champion 
- How Heap + Appcues work together to bring analytics + experiences for rapid experimentation, increasing product adoption with minimal effort, resources, and better data

3 lean experiments product teams can build in a day

In recent years, Financial Services throughout Europe have experienced a major digital transformation. From banks to insurance providers, companies need to provide exceptional digital experiences for their customers while also ensuring high levels of privacy and security.

To be successful, companies need mature data practices. But many Financial Services teams haven't unlocked the full potential of their data.

In this conversation focused on the unique needs of European financial services organisations, learn from FinTech leaders who are leveraging data to deliver customer-centric products and successful growth strategies across product, engineering, and marketing.

Speakers
- Sashank Kuppa, Product Analyst, Tide
- Baha Sahin, Engineering Director, Analytics, Checkout
- Shameer Sachdev, Founder & Managing Director, Growth Gorilla
- Julia Rasmus, Manager, Customer Success, Heap

Driving Success with Mature Data Practices: Insights for Financial Services

GA is the bare bones of high-level web traffic metrics and reporting. Not only are the insights surface level but they are not secure. With Heap you can free your analytics from the burden of tagging and do it while ensuring your data is secure. 

Watch on-demand as Aaron Brox, Heap Senior Solutions Engineer hosts an informative session on the 4 major advantages Heap delivers for HealthTech.

You’ll walk away understanding how Heap delivers:
- Best in Class Product Analytics: Everything you need to understand your product, users and how to optimize the digital experience to drive results.
- Depth of insights: Understand complex use cases like user retention, friction in funnels, multi-entrypoint journeys and how to effectively use CRO
- Simplified data management: Everyone gets the keys to the kingdom! Users can easily self-serve their data, democratizing data and analysis for everyone regardless of their level of experience
- Complete data-capture: Reduce the burden on engineering and reduce total cost of ownership

Data-Driven Healthcare: The Argument for Heap over GA4

For many healthcare organizations, data and technology have boosted to the top of the priority list to support critical decision making. From operations to patient care, access to complete, secure data is transforming the way we experience healthcare. 

Providing speed to insights allows digital teams to understand how users are engaging across all platforms, any friction in their experience, and impacts to conversion. Hear from Heap + Ragnarok (a full-service consulting agency) as we discuss modern data analytics with Atria Senior Living, one of the largest global brands servicing the senior housing industry. 

Hear Atria’s experience switching from GA4 to Heap and how they empowered their Marketing team to better understand not only where users are engaging on their website, but how they’re engaging.

Atria Senior Living: Smarter Care Options with Modern Data Analytics

How do product teams win with data & intuition?

We have all heard the statistic that over 80% of new products or features fail. Despite advances in modern product development: Why is it still a challenge for many product teams to consistently create successful products and features?

Heap's CEO Ken Fine sits down with product management expert Dan Olsen for a virtual fireside chat packed with advice on how to use quantitative and qualitative insights to create successful products... Because like peanut butter and jelly, these two are better together!

Dan is a product management trainer, consultant, speaker, and author of The Lean Product Playbook. He has a wealth of experience helping product leaders build strong product teams and leads The Lean Product Meetup. His past clients include Google, Walmart, Amazon, Medallia, and One Medical Group.

This session is for anyone who is interested in learning how to use analytics and qualitative insights to build better products.

We’ll discuss:
- Product-market fit and what it takes to achieve it
- Why you need quant to understand qual
- Tips for integrating quantitative and qualitative analytics to optimize your product
- How to Apply the Scientific Method to Creating Successful Products

Actionable Advice for Integrating Quantitative & Qualitative Insights

Extraordinary digital experiences are built at the intersection of data science and product management. It is the power of insights blending with instincts.

Watch on-demand as Heap and data product expert Eric Weber share how to build great data products. 

Eric Weber is the author of the popular SubStack, “From Data to Product." He is currently the senior director of data science at StichFix and previously was the head of product: experimentation & analytics at Yelp. Eric loves working with data and helping people excel in technical roles.

During this 45 minute virtual session you’ll learn:
- Eric’s definition of a data product
- How to bring data science together with product management 
- The difference between being a data informed and data driven organization

Maximize the Potential of Data Products ft. Eric Weber

Did you know that data mature teams have been found to see 2.5x better business outcomes?

In the IDC white paper, “How Data Maturity and Product Analytics Improve Digital Experiences and Business Outcomes”, data practices were found to significantly impact digital experience teams. The Heap-sponsored independent study found that data mature teams saw significant increases in revenues and profits, efficiency, NPS, and lifetime customer value.

Watch on-demand and join guest speaker IDC’S Director of Customer Intelligence & Analytics David Wallace in conversation with Heap’s VP of Product Rachel Obstler as they walk through the significance of the paper’s findings and detail what data practices were found to best drive better business outcomes. 

Join this on-demand session and learn:
- Why data maturity matters when it comes to digital experiences
- What characterizes data maturity and how those characteristics help drive success
- How top-performing teams build and support a data-driven ethos through tools, processes, and culture
- What habits to avoid when trying to build a data-driven culture

How Top Digital Experience Teams Leverage Data to Drive Business Success

Data Analysis

Data Analytics

Data Management

Fintech

Financial Services

Digital Banking

Digital Transformation

Product Development

Financial Marketing

Data Security

The data center management community focuses on the holistic management and optimization of the data center. From technologies such as virtualization and cloud computing to data center design, colocation, energy efficiency and monitoring, the BrightTALK data center management community provides the most up-to-date and engaging content from industry experts to better your infrastructure and operations. Engage with a community of your peers and industry experts by asking questions, rating presentations and participating in polls during webinars, all while you gain insight that will help you transform your infrastructure into a next generation data center.

Data Center Management

The application development community features top thought leadership focusing on optimal practices in software development, SDLC methodology, mobile app development and application development platforms and tools. Join top software engineers and coders as they cover emerging trends in everything from enterprise app development to developing for mobile platforms such as Android and iOS.

Application Development

Enterprise applications have become a crucial piece of infrastructure for many businesses. The enterprise applications community on BrightTALK features the latest insights in enterprise application integration, enterprise application architecture and EAS software. Join the community to gain access to thousands of videos and webinars presented by recognized enterprise information systems experts and arm yourself with the knowledge you need to succeed.

Enterprise Applications

Practicing business intelligence allows your company to transform raw data into sets of insights for targeted business growth. The business intelligence and analytics community on BrightTALK is made up of thousands of data scientists, database administrators, business analysts and other data professionals. Find relevant webinars and videos on business analytics, business intelligence, data analysis and more presented by recognized thought leaders. Join the conversation by participating in live webinars and round table discussions.

Business Intelligence and Analytics

Join thousands of engaged IT professionals in the application management community on BrightTALK. Interact with your peers in relevant webinars and videos on the latest trends and best practices for application lifecycle management, application performance management and application development.

Application Management

Welcome to the big data and data management community on BrightTALK. Join thousands of data quality engineers, data scientists, database administrators and other professionals to find more information about the hottest topics affecting your data. Subscribe now to learn about efficiently storing, optimizing a complex infrastructure, developing governing policies, ensuring data quality and analyzing data to make better informed decisions. Join the conversation by watching live and on-demand webinars and take the opportunity to interact with top experts and thought leaders in the field.

Big Data and Data Management

Get powerful marketing data and analytics insights from influential experts. Connect with thought leaders and colleagues to get the most up-to-date knowledge on the analytics that quantify your investments.

Data and Analytics

As an IT professional, many of the problems you face are multifaceted, complex and don’t lend themselves to simple solutions. The information technology community features useful and free information technology resources. Join to browse thousands of videos and webinars on ITIL best practices, IT security strategy and more presented by leading CTOs, CIOs and other technology experts.

Driving Success with Mature Data Practices: Insights for Financial Services

Presented by

About this talk

Heap