Change Management with in your digital transformed organization

Reflecting on my 20+ years in the field of customer analytics, I’ve come to the realization that one of my biggest challenges has always been getting my business counterparts in…

Taking a Modern Personalization Approach to Retail Banking

“Taking a Modern Personalization Approach to Retail Banking,” with American Express, Citibank, Barclays, JPMorgan Chase, Goldman Sachs and more.

A Data-First CDP: It’s Like Traveling Without Ever Having to Pack

I travel a lot for my job, and packing is the most stressful part of the process—especially if I want to avoid the hassle and expense of checking a bag….

Event Recap: Taking a Customer-Centric Approach to Insurance and Wealth Management

Taking a Customer-Centric Approach to Insurance and Wealth Management was a lively discussion including BNY Mellon, One Wealth Management & Morgan Stanley.

Scaling Up the “Little Black Book”: Three Steps to Personalized Journeys

Remember those little black books store associates used to keep—and how closely they guarded them? They knew first-hand the value of greeting customers by name, understanding their preferences, having insight…

Retail 2020: Forging Customer Connections through Data

2019 has been a year of tremendous challenges as well as opportunities for the retail industry. On one hand, there are still questions about the future of physical stores. Barneys…

CDPs - A Cure for the Holiday Blues

Ah, the holidays! For marketers, it is the most stressful time of the year. As a former industry analyst, I advised hundreds of marketing organizations and realized how many of…

CDP planning - 8 tips to assist successful outcomes

CDPs Solve Marketers’ Number One Issue With Existing Technology According to industry research, the most challenging barrier to marketing technology success is the need to integrate disparate systems. CDPs—and their…

WWD: Unlocking the Hidden Value of Cross-Channel Shopping

As I wrote in a recent article for WWD, many brands treat cross-channel shopping, or omnichannel, as a burden—something must do, just so they can keep from falling behind. However,…

Go Beyond Simply Knowing, Create Helpful Customer Experiences

Consumer expectations have dramatically shifted in the past few years. Consumers now expect every experience they have with a brand to be tailored and personalized.

Demystifying Personalization at Scale

See where brands are at with respect to (1) right message, (2) right person and (3) right time — the 3 pillars of personalization.

Merkle & ActionIQ

Today’s customer journey is complex, but Merkle & ActionIQ can help. The speed at which they make decisions and expect a response is faster than ever. A customer data platform…