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1、|1CDPs for Finance:A Guide for Banking,Insurance and Investment Management15 Use CasesMinimum width:1.5/170 pixels|2Table of ContentsIndustry perspective:Context,trends and challenges Getting value from a CDP:Use cases for financial servicesDelivering a CDP:Implementation best practices313342|3The u

2、se of data is perhaps the biggest single trend in the corporate world today.Businesses,governments and customers are grappling with the accelerating significance of personal data and how its used.This is an issue of great sensitivity-and opportunity-for the financial services industry.A customer dat

3、a platform CDP)is a widely recognised way of gathering,storing and making sense of data in a way that safely and efficiently serves the customer.In this guide,we explore what we believe banks,insurers,brokers and investment managers should know about CDPs and why they work.Treasure Data and Artefact

4、 have partnered to bring you this one-stop guide to customer data platforms for the financial services industry.What is a CDP?A customer data platform(CDP)aggregates,unifies,segments and enhances customer data from multiple touchpoints to be used by other systems.A CDP should be secure,operable,main

5、tainable,reliable,scalable and flexible,enabling any type of data and analytics application.Why use a CDP?It gives a 360 degree view of customers,allowing the delivery of a seamless customer experience.|4INDUSTRY PERSPECTIVE4Data trends and challengesThe next wave of disruption is already here and d

6、ata is the catalyst.The adoption curve of new technology is accelerating,and industries and companies that dont innovate could be left behind.Long-and short-term trends in the financial services industry have created fertile ground for data-driven innovations-as well as the need for increased protec