was built to provide with the best products and solutions for customer experiences by using a CDP (Customer Data Platform) for online investment firms.
Learn moreA customer data platform (CDP) is a collection of software which creates a persistent, unified customer database that is accessible to other systems. Data is pulled from multiple sources, cleaned and combined to create a single customer profile. Therefore, this structured data is made available to other marketing systems.
A CDP is software that combines data from multiple tools to create a database of end users. That database can then be segmented in a nearly endless number of ways to generate more tools for customers to identify their customers’ needs
With CDP, a company can get better understanding of its customers. The CDP would be used to collect data from touch points like the company’s website, emails, mobile app, Facebook and any other place a customer might interact with the company. The CDP will collect all of that data, unify it into an easily understandable customer profile, and then make that profile usable to other systems that might need it — like the Facebook ads platform.
For example, by using the CDP, a company could easily create an advertising audience based on everyone who has visited a specific page on their website and also the company’s live chat.
With our CDP, investment firms will be able to perform Scalable, Optimized and Personalized Marketing Automation to their customers.
In addition, they will get very efficient and optimized scheduling for all interactions with their customers via Notifications, Emails, SMS, Popups and Retargeting Campaigns.
Unifies for each user, history data across devices and channels into a comprehensive user profile.
Synthesizes data basing on predictable behaviour scoring for each customer into audiences, including which users have displayed intent and how that integrates into overall account activity.
Reacts to Real-time outbound messaging (Push/Display/Notify) the users-audiences with specific personalized content.