Data Cloud Use Cases

Bringing Data Cloud to life in the Financial Services industry

The following are examples of use case “thought starters,” to show what’s possible with Data Cloud.

Personalize the experience

Suggesting new products to support where a customer is at on their financial journey based on their current product portfolio, life stage, or engagement.

Automated customer service

Identifying delays or glitches in defined common workstreams by running tech checks on main platforms, and if detected, automatically populating a case for the service team.  

Customer scoring and ranking

Identifying APRs or return rates that convert a higher volume of individuals to specific products, and then leveraging this regulatory-compliant insight with a highly eligible audience to drive conversions. 

Process adherence support

Supporting common workstreams (onboarding, loan application process, retirement planning, financial planning, etc.) by breaking down each step in the process funnel and advancing each individual to the next step until a final conversion point has been completed.

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Banking

Why data is key to creating connected banking customer experiences