CDP ROI Playbook: How to Ensure Revenue Growth in Banking & Financial Services

About the webinar

Banks sit on massive amounts of customer data, but without the right tools, much of it goes underutilized. With a Customer Data Platform (CDP), financial institutions can leverage personalized communication, real-time customer recognition, and audience segmentation to maximize conversions and revenue. But how do you measure success and ensure your CDP investment delivers tangible returns?

In this webinar, we’ll break down the key metrics that define CDP success in banking, from increased conversion rates on financial products to improved ROAS across digital campaigns. We’ll explore practical strategies to help your bank unlock the full potential of its data, turning insights into revenue-generating actions across all communication and advertising channels.

If you want to discover how every customer interaction can drive measurable ROI, this webinar is for you.

Who should attend?

This webinar is designed for banking and financial services marketing and data leaders who are looking to maximize the return on investment (ROI) of their Customer Data Platform (CDP) through improving conversions and enhancing customer interactions through personalization. Additionally, data and IT teams will gain valuable insights on how to optimize customer data utilization while customer experience and growth strategists will learn how segmentation and customer profile recognition can drive deeper engagement and long-term customer loyalty.

Key takeaways

• Pinpoint the banking-specific metrics that drive ROI from your CDP.
• Increase conversion rates for loans, credit cards, and other financial products with better segmentation.
• Personalize customer interactions in real time to improve engagement and retention.
• Optimize marketing and ad spend to boost return on investment (ROAS).
• Measure the impact of customer data on revenue, cross-selling, and lifetime value.