Case Study: International Bank achieves more relevant engagement with Epsilon CDP

International Bank boosts advisor engagement with Epsilon, lifting COREid match rate 43%

The customer, a large U.S. bank referred to as International Bank, faced a challenge with fragmented advisor and customer data across its business units and channels. This disjointed ecosystem made it difficult to identify user intent, match identities, and deliver cohesive, personalized experiences, ultimately limiting the effectiveness of its advisor engagement. To address this, the bank partnered with vendor Epsilon to implement its CDP (Customer Data Platform).

Epsilon's solution unified the bank's disparate data sources to create persistent, 360-degree advisor profiles enriched with behavioral signals and proprietary insights. This improved identity resolution led to a 43% improvement in match rates and enabled the bank to target millions of customers weekly with relevant content. The data-driven approach resulted in a significant 2-5x higher conversion lift across products and services.