Reduce cost per acquisition
Increase share of wallet
Boost customer activation
Improve NPS and CSAT scores
AT A GLANCE
Maximize customer engagement with our banking CDP
Deliver customer-centric engagements to your banking customers in real-time with the most relevant content, delivered to the most relevant channel.
By enabling 1-to-1 personalization, our intelligent CDP helps retail banks to boost customer engagement, increase customer retention, and maximize profitability.
SOLUTION OPPORTUNITY
Drive customer value with every interaction
Offer the personalized experiences that your banking customers have come to expect from their local branch to position your brand as a trusted financial advisor.
With our Retail Banking Solution, you can leverage data to support your customers’ financial well-being throughout key life moments and journey stages, whether they’re managing day-to-day financials or preparing for retirement.
Core Banking Modernization – A win-win for IT and Business
CDP Use Cases for Retail Banking
Our NGDATA use cases for retail banking have been created to solve common challenges businesses are facing.
Boost loyalty & revenue with our engagement CDP
Become your customers’ primary bank by orchestrating customer-centric journeys that give them what they need, when and where they need it.
Thanks to our advanced CDP for retail banks, you can learn from intelligent customer insights as they evolve in real-time to provide the most helpful content on the fly.
With an always optimized view of your customers’ financial behaviors, circumstances, and needs, you can create long-lasting relationships that benefit you both.
WHY NGDATA
An AI-powered CDP for retail banks
Deliver real-time, omnichannel, customer-centric experiences to banking customers while complying with all relevant data privacy regulations (GDPR and CCPA).
Our Retail Banking Solution is a low-code option to help marketers gain value immediately, with out-of-the-box use cases, retail banking DNA and starter campaigns, and an intuitive UI designed for business users.
You can leverage the power of big data quickly with unified insights – our Retail Banking Customer DNA™ – that guide intelligent decision-making at every stage of the customer lifecycle.
Client onboarding
Increase customer acquisition and lifetime value by maximizing engagement from the get-go.
Customer activation
Launch smarter campaigns that encourage customers to expand their product or service portfolio for increased retention and revenue.
Cross-sell smarter
Anticipate and meet customers’ needs with optimized customer insights and analytics for better conversion rates and ROI.
Increase retention
Boost retention by predicting churn rates and responding in real-time with customer-centric experiences.
Foster loyalty
Increase customer loyalty by delivering service and information-related experiences that drive real value.
“NGDATA’s Intelligent Engagement Platform is Certified as a RealCDP and meets all core CDP requirements and supports enhanced CDP capabilities and best practices.”
David Raab – CDP Institute
Requirements & planning
We’ll start building a customer solution based on a deep understanding of your industry’s needs, pain points, and objectives (alongside those of key operational personas).
Solution design
Next, we’ll define the high-level functional design, including components like propensity and data models. We’ll also define relevant use cases and the most relevant offers, experiences, and metrics.
Solution build
We’ll collaborate with our partners to set up your solution environment and start building entity and interaction schemas. We’ll configure metrics, load test data, and build key integrations.
Validate & deploy
After validating the solution, we’ll deploy our CDP while providing ongoing support, maintenance, and overall solution optimization.