Tag "360 degree customer view"

Omnichannel Banking and the Need for Data

The increase in omnichannel Banking requirements drives the demand for high quality, trusted data to support customer engagement regardless of channel and in real-time. So what’s changed? This conclusion isn’t especially new or ground breaking, after all Banks have been used to working with customers in real-time for a considerable period. What has changed is... more

Don’t Rely on CRM as Your Single Source of Trusted Customer Data

Step 1: Determine if you have a customer data problem A statement I often hear from marketing and sales leaders unfamiliar with the concept of mastering customer data is, “My CRM application is our single source of trusted customer data.” They use CRM to onboard new customers, collecting addresses, phone numbers and email addresses. They... more