Texas regional bank | 35 locations | 30+ backend systems
A Texas regional bank competing against national and international giants was data-rich but insight-poor. Customer data was fragmented across 30+ backend systemsincluding Jack Henry at the core. Marketing attribution was broken; product development was running on intuition.
Customer data was fragmented across more than 30 backend systems, including Jack Henry at the core.
Cross-selling and more accurate views of customer preferences and needs improved the financial situations of customers and resulted in deeper and more diversified customer relationships.
We led a three-bid RFP process that selected Treasure Data as the enterprise CDP, then handled data engineering across all 30+ bank systems to unify them into the CDP. On top of that foundation: data science-led audience architecture, "future customer" modeling, and a three-year retainer to guide technology, process, and peopletoward a future-ready position.
A three-bid RFP process selected Treasure Data as the enterprise CDP.
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Unified into one governed CDP foundation
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Data science-led audience architecture and "future customer" modeling were built on top.
Deposits grew, systems unified, and marketing spend finally matched real performance.
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Net new in a two-month cross-BU window
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Unified into one governed CDP foundation
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Media spend re-allocated against real performance
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