Whitepaper

The CDP Starter Kit for
Financial Services

A complete guide to
successfully planning and implementing
your Customer Data Platform

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As AI rapidly accelerates across the financial services sector, firms are under mounting pressure to modernize their data strategies and deliver truly customer-centric experiences. The good news is, you already have the customer data you need to succeed. Now it’s time to put it to work with the right technology and strategy.

CDP Starter Kit for Financial Services to discover how to plan, evaluate, and build a comprehensive strategy around buying and implementing a Customer Data Platform.

In the CDP Starter Kit for Financial Services you will find:

  • A checklist with key considerations for launching a CDP.
  • Tips for buying a CDP, from building a business case to aligning your organization.
  • A "Crawl, Walk, Run" model to guide your data maturity journey.
  • AI-driven use cases, including churn prediction and next-best-action.
  • How Santander and other financial leaders drive better business outcomes with a single customer view.

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