Customer Data Platform Adoption in Banking and Finance: The Do’s, Don’ts, and Must-Know Strategies

About the webinar

Banks and financial institutions handle vast amounts of customer data, but fragmentation, compliance hurdles, and security concerns often prevent them from fully leveraging it.

A Customer Data Platform (CDP) offers a game-changing solution, enabling brands to consolidate fragmented data, gain deeper customer insights, and drive more efficient marketing and customer engagement strategies.

However, while a CDP offers many advantages, choosing the right vendor and ensuring a seamless implementation are where many businesses struggle and fail.

This webinar is meant to provide you with answers to the most pressing questions:

🔹 How do you choose a CDP that meets strict banking security and privacy regulations?

🔹 How can you ensure smooth adoption, quick implementation, and tangible ROI?

Join Adam Nykles, CDP Project Owner at Direct & Managing Partner & Founder of BizHackers and Pavel Bulowski, CPO and Co-Founder of Meiro, as they share real-world insights and best practices for navigating the complexities of CDP selection, deployment, and cross-team alignment in financial services. You’ll walk away with practical guidance on defining vendor requirements, assessing data readiness, ensuring seamless integration, and setting realistic adoption expectations.

If you want to make an informed decision on choosing and implementing the right Customer Data Platform to guarantee a fast return on technology investment, this webinar is for you. Learn from industry experts and get the clarity you need to start your digital transformation journey.

Who should attend?

This webinar is ideal for senior marketing, data, and technology professionals in the banking and financial services industry who are evaluating or implementing a Customer Data Platform.

🔹 Marketing leaders & digital transformation executives looking to unify customer data across touchpoints and drive personalization.

🔹 Data and IT professionals assessing CDP solutions for compliance, security, and integration feasibility.

🔹 Financial services executives & decision-makers considering CDP investments and long-term business impact.

Key takeaways

• Selecting the Right CDP – How to assess strategic goals, evaluate vendors, and avoid costly selection mistakes.
• Security & Compliance – Critical privacy, security, and regulatory considerations for financial institutions.
• Implementation Roadmap – Steps to streamline CDP adoption and mitigate common roadblocks.
• Cross-Team Collaboration – Best practices for aligning marketing, IT, and data teams for a seamless rollout.
• Setting Realistic Expectations – Understanding implementation timelines, MVP strategies, and long-term value creation.
• Maximizing ROI – Leveraging a CDP to enhance customer engagement, personalization, and revenue growth.
• Live Fireside Chat & Q&A – Gain exclusive insights from industry experts and get your burning questions answered live!

Ready to turn your customer data into a competitive advantage? Register now and take the first step toward smarter, data-driven success in BFSI! 🚀