How can banking and financial services organizations build customer trust and provide one-to-one engagement in a time when in-person interactions are limited? Discover how banking and financial services firms can find growth and opportunity in existing customer data with a Customer Data Platform. This deck also shares how to: - Build trust in times of uncertainty - Create a central source of trusted customer data for your decentralized workforce - Double down on digital in times of lower foot traffic - 4 ways Tealium can help - And much more!

4. FinTech Banks Wealth Management
Payment Providers
Credit Unions
Insurance

10. © 2016 Tealium Inc. All rights
reserved. | 10

12. © 2016 Tealium Inc. All rights
reserved. | 12

13. HOW FINANCIAL SERVICES
CAN EXTEND VALUE ACROSS THE
CUSTOMER JOURNEY

14. A UNIFIED
APPROACH TO
CUSTOMER DATA

15. WEB CALL
CENTER
PAID MEDIA
INTERNET OF
THINGS
EVENTS
BRANCH
SOCIAL
SEARCH
MOBILE
EMAIL

16. WEB CALL
CENTER
PAID MEDIA
INTERNET
OF THINGS
EVENTS
BRANCH
SOCIAL
SEARCH
MOBILE
EMAIL

17. WEB CALL
CENTER
PAID MEDIA
INTERNET OF
THINGS
EVENTS
BRANCH
SOCIAL
SEARCH
MOBILE
EMAIL
CHANNEL-BASED
DATA ORGANIZATION
✔ Data-enrichment
✔ Segmentation
✔ Modeling
✔ Activation
ARE HAPPENING
BUT WITHIN
CHANNEL SILOS

18. WEB CALL
CENTER
PAID MEDIA
INTERNET
OF THINGS
EVENTS
BRANCH
SOCIAL
SEARCH
MOBILE
EMAIL
CUSTOMER
DATA
PLATFORM

19. WEB CALL
CENTER
PAID MEDIA
INTERNET
OF THINGS
EVENTS
BRANCH
SOCIAL
SEARCH
MOBILE
EMAIL
AUDIENCE-BASED
DATA ORGANIZATION

20. HOW A CDP CAN
BEGIN TO DRIVE
VALUE FOR
FINANCIAL
SERVICES

23. WHERE SHOULD
I START?

24. PERSONALIZED
EXPERIENCES

25. ●
●
●
●

26. REGULATORY
COMPLIANCE

27. •

28. REAL-TIME DATA
FOR REAL-TIME
ACTION

29. •
•

30. CONNECTING
ONLINE AND
OFFLINE DATA INTO
A UNIFIED PROFILE

31. •
•

32. © 2018 Tealium Inc. All rights reserved. | 32
© 2016 Tealium Inc. All rights
reserved. | 32
MEASURABLE RESULTS
$

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34. www.tealium.com/resources