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Customer Data Integration

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ALSO CALLED: CDI, Integration
DEFINITION: Customer data integration (CDI) is the process of consolidating and managing customer information from all available sources, including contact details, customer valuation data, and information gathered through interactions such as direct marketing. Properly conducted, CDI ensures that all relevant departments in the company have constant access to the most current and complete view of customer information  … 

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Customer Data Integration Reports
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Digital Transformation 2.0 For FSI
sponsored by Genesys
VIDEO: Watch this video to explore tips for reshaping your customer experiences journey in 2020, and how to standout in the crowded financial services space.
Posted: 10 Dec 2019 | Premiered: 10 Dec 2019

Genesys

Data to Capture from your OMS
sponsored by SFG
WHITE PAPER: Read this white paper to learn how an OMS that includes customer database management capabilities, like FlexOMS, can help support the collection and analysis of identity data that brands can use to better identify their customers.
Posted: 04 Dec 2019 | Published: 04 Dec 2019

SFG

Start to Finish: The Perfect Customer Order Management Process
sponsored by SFG
WHITE PAPER: Read this white paper to learn how you can perfect the customer order management process from start to finish and better support customers as well as internal employees.
Posted: 26 Nov 2019 | Published: 26 Nov 2019

SFG

Marketing Experiments in an Age of Accountability
sponsored by Marketo
WHITE PAPER: Conducting marketing experiments can help teams improve processes and maximize impact on their organization. Download “Marketing Experiments in an Age of Accountability” for guidance on how to establish an experimental marketing team, and where and how to use experiments.
Posted: 20 Nov 2019 | Published: 20 Nov 2019

Marketo

Transforming Customer Experience in Financial Services
sponsored by Appian
WEBCAST: In this webinar, Appian thought leaders Michael Heffner and Todd Marthaler discuss why some financial institutions struggle to create personalized experiences that drive satisfaction and how new technologies can help leverage existing investments while modernizing contact center CX.
Posted: 05 Nov 2019 | Premiered: Nov 5, 2019

Appian

The Appian Intelligent Contact Center
sponsored by Appian
WEBCAST: Watch this webinar to learn how leading organizations are transforming their CX with a unified customer view, universal agents, and seamless customer engagement to deliver the CX modern customers expect.
Posted: 04 Nov 2019 | Premiered: Nov 4, 2019

Appian

Best Practices: Creation and Optimization of Your Customer Reference Program
sponsored by Upland RO Innovation
EBOOK: Read this e-book for best practices and tips from your peers designed to help B2B sales, marketing and customer reference management professionals create a thriving customer reference program.
Posted: 28 Oct 2019 | Published: 28 Oct 2019

Upland RO Innovation

5 Priorities for Providing a Successful Customer Experience
sponsored by InMoment
WHITE PAPER: According to research from Digital Banking Report, financial services organizations must focus on 5 crucial CX priorities in order to meet the needs of their evolving clients—read this white paper to find out what they are.
Posted: 25 Oct 2019 | Published: 25 Oct 2019

InMoment

3 Rules for Choosing the Right Metrics to Track Your Customer Experience Success
sponsored by InMoment
WHITE PAPER: Many of today’s brands depend on data to help them better understand their customers, predict behavior, and make better business decisions. Because of this, CX has driven measurement and metrics to reach a whole new level. Read this white paper for 3 steps to help you choose the right metrics to measure your future CX success.
Posted: 25 Oct 2019 | Published: 25 Oct 2019

InMoment

The History and (Data) Science of Commerce
sponsored by Alteryx
CASE STUDY: Behind Hush’s polished app and social media feeds are dozens of data science models—providing users with personalized product recommendations, customized discounts, and interactive rewards opportunities. Read this case study to learn why Hush chose Alteryx for help delivering these top-tier, personalized customer experiences.
Posted: 24 Oct 2019 | Published: 24 Oct 2019

Alteryx

Appian for Retail
sponsored by Appian
PRODUCT OVERVIEW: Don’t let siloed operations, manual processes, and legacy systems keep you from providing a CX that differentiates—read this solution brief to learn how the Appian Intelligent Contact Center utilizes 360-degree customer views to drive superior agent performance and world-class CX.
Posted: 23 Oct 2019 | Published: 23 Oct 2019

Appian

How Restaurant Brands Can Get Better Guest Feedback
sponsored by InMoment
EBOOK: Read this white paper to learn how to shift your approach to feedback with an eye on the future, and 3 steps to receive better customer feedback.
Posted: 22 Oct 2019 | Published: 22 Oct 2019

InMoment

Millennials and the 22nd Century Life Insurer
sponsored by Hyland
RESEARCH CONTENT: Read this research paper to find out how much of the millennial population is neglecting life insurance, why, and how insurers can better engage them.
Posted: 21 Oct 2019 | Published: 21 Oct 2019

Hyland

3 Major Trends Impacting Healthcare Customer Experience
sponsored by Appian
WHITE PAPER: Read this white paper to learn how to evolve your customer experience to meet changes in regulations and customer demand that will set your healthcare organization up for long-term success.
Posted: 17 Oct 2019 | Published: 17 Oct 2019

Appian

AI in Action: Reshaping Analytics
sponsored by Qlik
WEBCAST: Simply put—data is the foundation of the analytics economy in which we all exist, and recent AI advancements are shaping the way savvy businesses are handling this data. Watch this webinar to learn 4 key ways in which data-driven organizations are reimagining their data objectives—thanks to artificial intelligence.
Posted: 16 Oct 2019 | Premiered: Oct 16, 2019

Qlik

Mastering Financial Customer Data at Multinational Scale
sponsored by Tamr
WHITE PAPER: Organizations with a wealth of customer data distributed across a variety of systems need a way to unify this data. Read this white paper to find out about a new MDM reference architecture, based on Tamr, that applies machine learning algorithms to remedy these problems—and more.
Posted: 10 Oct 2019 | Published: 10 Oct 2019

Tamr

Case Study: Goldberg HedgeFunds
sponsored by Nextiva
CASE STUDY: Before implementing Nextiva, Goldberg HedgeFunds was frustrated with the quality of their phone service, the lack of customer data visibility across systems, and the overall usability of their CRM. Read this case study to learn how they were able to improve all these problem areas by switching to Nextiva Business Communication Suite.
Posted: 08 Oct 2019 | Published: 08 Oct 2019

Nextiva

APAC: The CX Optimists
sponsored by Verizon
WHITE PAPER: Compared to rest of the world, APAC consumers are most likely to willingly give up their personal data to improve the overall customer experience (CX). Read this white paper to learn how to take advantage of this opportunity, and use the APAC consumer willingness-to-share for testing new CX strategies for your brand before a global rollout.
Posted: 30 Sep 2019 | Published: 30 Sep 2019

Verizon

Europe: High-stakes CX
sponsored by Verizon
WHITE PAPER: How can your organization break through Europe's unique set of CX challenges? Inside, discover the ways brands can overcome the que set of challenges Europe provides to enjoy significant CX success in the region, and learn why Europeans are so distrusting of brands using their data.
Posted: 30 Sep 2019 | Published: 30 Sep 2019

Verizon

Top Tips to Boost Conversions with Personalized Site Search
sponsored by Coveo
WHITE PAPER: Read this white paper for best practices and technical notes that will ensure you—and your customers—get the most from your site search.
Posted: 30 Sep 2019 | Published: 30 Sep 2019

Coveo

25+ Data-Driven Tips for Customer Service Teams
sponsored by Nextiva
WHITE PAPER: The average consumer expects a near perfect customer experience (CX), and can jump brands at the drop of a hat. Meeting these expectations is tough, but not impossible. Read this white paper for 25 data-driven tips to improve your customer service teams and create a consistently bar-raising CX.
Posted: 27 Sep 2019 | Published: 27 Sep 2019

Nextiva

How Independent Software Vendors Can Quickly Migrate Customers to the Cloud
sponsored by Cintra
WHITE PAPER: View this white paper to learn how to move your customers to state-of-the-art cloud platforms. Discover the benefits of a cloud customer migration, and review your software options with Oracle.
Posted: 19 Aug 2019 | Published: 19 Aug 2019

Cintra

Seven Steps Closer to Intelligent Customer Engagement
sponsored by Informatica
WHITE PAPER: Personalizing the customer experience (CX) is the most important goal of leading data-driven marketers—but, there is an obstacle commonly found when approaching a new personalization initiative. Read this e-book to learn the root cause of CX chaos that is preventing proper customer data use, and how to overcome it.
Posted: 14 Aug 2019 | Published: 14 Aug 2019

Informatica

Etiqa Grows and Retains Customer Relationships Using a 360-Degree View of Customer Activities
sponsored by Informatica
CASE STUDY: Read this case study to discover how an insurance company broke down organizational silos with a single MDM solution that was able to pool customer information across all departments and policy classes.
Posted: 13 Aug 2019 | Published: 13 Aug 2019

Informatica

AIA Singapore Automates Data Delivery, Personalizing Customer Interactions
sponsored by Informatica
CASE STUDY: Read this case study to learn how—through the combined efforts of a newly formed data governance council and Informatica—AIA Singapore was able to tackle its data management in more effective ways, embracing the tools that engage new business and retain existing customers.
Posted: 12 Aug 2019 | Published: 12 Aug 2019

Informatica
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