Investment Management Customer Data Readiness Case Study

This case study outlines the challenges faced by a large investment management company in personalizing customer engagement through improved data management. The document emphasizes the need for a single customer view, referred to as a Golden Record, to navigate constantly changing customer dynamics and comply with regulatory requirements. The company faced difficulties in recognizing customers across various channels due to data silos. As a solution, it collaborated with Munvo to implement the Redpoint Data Readiness Hub, which enabled the creation of a real-time, unified customer profile. The document details how over 10 million customer records were ingested, which led to the elimination of millions of erroneous entries, thereby enhancing messaging campaigns and customer experience. It also describes the integration of the Redpoint hub with the Adobe Experience Platform for effective omnichannel journey orchestration while maintaining data security and regulatory compliance. Key data readiness objectives included tunable identity resolution and customizable data pipelines to adapt to ongoing business changes.