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.
Customer data was fragmented across more than 30 backend systems, including Jack Henry at the core.
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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