Library/Use Case/Data Assembly

Append Intent Data (CDP Institute)

Need to add intent data from external sources to customer profiles in CDP. Process: Send data on target customers to external system, which will match against its data, append intent data (or set up alerts for future data) and return data to load into CDP or other systems

Related Resources

Composable vs Packaged CDP Worksheets (CDP Institute)

Deciding between a Composable CDP and a Packaged CDP should be based on careful comparison. The CDP Institute has prepared these worksheets to help you gather the information needed for this decision.

Beyond the Branch: Building Digital Customer Relationships in Banking (NGDATA)

Banks have an incredible wealth of customer data, but many don’t know how to use it. NGDATA shows how a customer data strategy can optimize efforts.

Become Truly Customer-Centric (NGDATA)

Traditional financial institutions have operated in a product-centric way. NGDATA details why and how to put the customer at the heart of operations instead.