![]() One that updates in real time and empowers you to deliver a more targeted approach to segmentation for online and offline interactions at scale.īeing able to segment appropriately can help you determine the next best action to support your customers’ financial success. The key is to move away from organizing customers in broad categories and instead build a holistic view of each customer. It’s a significant task considering the volume of data that must be cleaned, combined, and deployed. Start by gathering real-time customer insights and engagement metrics – derived from live data across all physical and digital customer touchpoints.
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