Customer Data Platform

Through accurate customer positioning, CDP provides financial institutions with complete data analysis. This allows full understanding of customers’ behavior patterns, creating the best customer experience process and customer life cycle management.

Functions

Centrally manage customer data and reuse customer data in the process of customer lifecycle management.

Conduct customer segment analysis through bank’s customer files and transaction behavioral data.

Establish unique customer files (including customer classification, preferred financial products, etc.) as the basis for outlining marketing activities such as up-selling and cross-selling.

Main Features

1.

Integrate bank internal and external customer data through standard APIs to analyze and optimize marketing activities of financial services.

2.

Strengthen the prediction of customer behavior through AI learning models.