Case Study: Leading Mutual Fund achieves 2-day data enrichment and real-time audience segmentation with FirstHive

Leading Mutual Fund leverages FirstHive to ace Audience Segmentation and Campaign Optimization

Leading Mutual Fund faced fragmented investor data, manual segmentation, and a slow, IT-dependent process for building persona-based folio profiles. To solve this, they implemented FirstHive as their Customer Data Platform for data ingestion, unification and channel integration, addressing issues like siloed CAMS and warehouse data, inability to compute 170 intelligent attributes, and anonymous website visitors.

FirstHive unified multiple data sources, calculated 170 intelligent attributes, deployed exit‑intent campaigns to identify anonymous visitors, and provided ML-driven, real-time dashboards and omni-channel activation. As a result, enriched data availability dropped from 8–15 days to a 2-day window, 40–50 manual queries were automated into live reports, and marketers could run targeted segments and campaigns faster—enabling renewed engagement of dormant customers and quicker campaign activation via FirstHive.