Consideration

Transforming Customer Experience in a Western European Bank

with Marketing Decisioning Platform

Banking & Insurance

Problem

Sought improvement in online customer experience

Aim to enhance digital channel adoption

Had established customer contact practices using ML models

Lacked a framework for effective customer engagement

Needed to orchestrate experiences for targeted messaging

Purchased CDP solution but faced integration challenges

online customer experience
Strategic Planning Pipeline

Solution

Took on lead role in CDP product implementation

Set up data ingestion processes into the CDP

Worked on tagging, web data ingestion, and in-house data uploading

Facilitated the development of key use cases

Implemented website personalization based on browsing activity

Developed real-time app notifications based on website interest

Bridged gap between business and compliance teams

Main liaison for new use case approvals

Contributed to transparent cookie banner creation

Designed an initial tagging framework

Assisted in capturing customer consent history for communications

Supported client in in-house web data collection using CDP

Results

Successfully enhanced online personalization

Increased relevant visitor traffic to product pages

Reduced customer care call load through timely notifications

Ensured compliance with regulatory requirements

Achieved approval for new use cases in compliance with data privacy

Making the complex digital landscape simple