Case Study

Financial Services Firm Supercharges Marketing with a Unified Customer View

Financial Services Firm Supercharges Marketing with a Unified Customer View

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A leading financial services provider struggled with fragmented customer data spread across 10 databases, limiting its ability to deliver personalized marketing. By implementing the Redpoint CDP, the company integrated data from multiple sources, including an enterprise data warehouse, insurance claims, and payment systems, into a single customer view. Within 12 weeks, marketing teams gained real-time insights, enabling more personalized engagement. The solution eliminated 3,500 lines of SAS code, optimized disparate data sources, and automated processes to ensure consistency, resulting in a more contextual and seamless customer experience.

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