1.5 Day Quick Start Customer Insights Engagement for Wealth Management
Our 1.5 day Quick Start engagement introduces you to the concept of a Customer Data Platform (CDP) strategy. We will connect with your team to discover the basic elements you need to know about your clients and where all your client data is today. We will then work together on a Customer Insights prototype dashboard using your data, so you can see the true potential of this tool and how easy it is to implement. The goal is to help you take the first steps towards a customer data-driven strategy.