Get our two-part deep dive into customer data platforms.




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The customer experience in finance has moved beyond free checking and coffee. More than bells and whistles, customers want their banks and insurance companies to provide a tailored, relevant experience. Read our two-part series The True Value of Real-Time Personalization.

In part one, we show how customer data platforms (CDPs) help established financial businesses offer personalized service at an individual and more competitive level. In part two, explore the qualities of modern CDPs, including data privacy and governance, and how they can give financial organizations a much-needed competitive edge.

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