Guide

Winning CDP Strategies for Financial Services

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Twilio Segment guide cover with 'Winning CDP Strategies for Financial Services' text — Guide cover from Twilio Segment about successful CDP strategies tailored for financial services.

In this guide, you'll learn how financial services and insurance companies can use a CDP to:

Unlock new revenue opportunities by targeting relevant cross-sell/up-sell offers to customers across business units
Lower customer support costs while simultaneously improving customer service with personalization
Developing a strong customer data foundation for predictive AI in order to nurture customers and combat fraud

Winning CDP Strategies for Financial Services

With the potential that AI has to transform the industry, financial services and insurance institutions find themselves tasked with solving existing data challenges around unifying vast amounts of data into customer profiles and leveraging clean, consented data to deliver personalized experiences that unlock growth opportunities.

Winning CDP Strategies for Financial Services takes a deep dive into how high profile financial services and insurance companies in a diverse range of sub-industries use Twilio Segment to optimize ad spend, unlock upsell and cross sell opportunities, and personalize direct customer interactions. Also included are instructional walkthroughs of implementing predictive AI to predict customer behavior based on data from unified customer profiles in Segment Unify.

Read the guide