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FinServ Innovation

3 min read

ForesightOne and CabinetM are Bringing Customer Data Platforms to the Forefront

By Michael Darer on Apr 12, 2019 6:07:27 PM

 

A March 26th post on DMN News, announced that MarTech vendor and management firm CabinetM would be launching a new Customer Data Platform (CDP) tech stack.

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4 min read

A New Era Begins: Your Guide to ForesightOne's Latest Conversation Around Open Banking and Customer Data Platforms

By Michael Darer on Apr 4, 2019 5:38:34 PM

Last week--March 28th--in a webinar co-sponsored by ForesightOne and Lemnisk, our own Pedro Rego sat down with Pedro Barata, a Digital Strategy Executive at Itau Bank, and Alan Sarasohn, who serves as the VP of FinServ Practice at the advisory and contact recruitment firm Softworld, to answer an important question.

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2 min read

A New Era Begins: Open Banking & CDPs

By Michael Darer on Mar 19, 2019 9:57:20 AM

Customer relationships are at the heart of all marketing, and banking institutions are discovering new ways to deepen, fortify, and extend those relationships.

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12 min read

The 10 Pillars of a Banking CDP: Your Ultimate Guide

By Pedro Rego on Mar 7, 2019 11:25:52 AM

 

Hello ForesightOne FinServ Community!  Lately, we've been engaging in some very interesting and productive conversations with Innovative Marketers from SME and Large Enterprise banks.  We have decided to put together a guide that addresses some common questions about Banking Customer Data Platforms (CDP).  Let's dive right into it!

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4 min read

Dream Big, Think Small. The Power of Micro-Moment Marketing

By Pedro Rego on Feb 11, 2019 12:03:19 PM

A few days ago, we spoke about the power of Customer Data Platforms (CDPs) to help FinServ marketers reach out to their customers--both current and potential--with increased accuracy across many channels simultaneously. These capabilities are indeed of substantial importance, and one of the many reasons so many marketers across various industries have opted to adopt CDPs for their own purposes.

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3 min read

CDP: The Data Foundation for FinServ Marketers

By Pedro Rego on Jan 31, 2019 4:15:44 PM

Effective marketing is all about understanding your customers: their needs, their behaviors, their relationship to your organization. Customer Data Platforms (CDPs) simplify the process and expand the potential of organizations and their marketers using actionable information to build and a better sense of who is your customer, what they want, and improve performance metrics such as cost per action (CPA), customer lifetime value (CLTV), and ultimately drive brand loyalty.

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1 min read

FinServ Micro-Moments: Delivering Omnichannel Value via Hyper-Personalization

By Pedro Rego on Jan 22, 2019 6:38:15 PM

Your customers want to be surprised, remembered and delighted, and your brand must reflect that.

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2 min read

Lemnisk's CDP Empowers Smarter Marketing for FinServ Institutions

By Pedro Rego on Jan 17, 2019 12:21:15 PM

At the end of the day, marketing is entirely about connecting with your customers. It’s a science built on understanding how your customers work, what your customers need, and why your customers prosper. Omnichannel marketing is crucial to this: it helps organizations interact with users on their preferred devices, in ways that are melded to their lifestyles.

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