Banking, CC & Finance Industries
CDP Preparation Workshop

Your roadmap for evaluating, justifying, preparing for, and successfully launching a Customer Data Platform

December 8th @ 12pm PST / 3pm EST

Your CDP Preparation Workshop

The market for Customer Data Platforms (CDPs) is growing like never before — and with good reason. Companies are investing in CDPs to unify their customer data to provide the cohesive, personalized experiences customers are demanding.

But now that businesses understand the power of CDPs, many struggle with selecting the right vendor for their business goals, or even where to start in their evaluation journey.

Sound familiar? Well this hands-on workshop is designed just for you.

Register for this 60-minute workshop and you’ll walk away with everything you need to consider while evaluating CDPs, including:

  • How to evaluate CDPs (Bonus: you’ll receive a comprehensive RFP primer)
  • A guide to building a business case for a CDP and getting internal stakeholder buy-in
  • Key ways to prepare for implementation — from data sources to staffing
    Ways to measure success and ROI
  • Banking & CC customer stories and use cases such as improving upsell from monoline to multiline customers, enhancing quoting and conversion cycles, improved mobile marketing and better measurements and insights.

Workshop Agenda

12:00 pm PT / 3:00 pm ET:
Welcome
12:15 pm PT / 3:15 pm ET:
Panel Discussion
12:45pm / 3:45 pm ET:
Attendee Use Case Q&A
1:00 pm PT / 4:00 pm ET:
Networking

Cheers!