Case Study: American Financial Services Company Improves Retention and Cross-Channel Journeys with Persistent Systems and Salesforce Data 360

Transforming Customer Engagement with Data Cloud

American Financial Services Company partnered with Persistent Systems to address the challenge of harmonizing enterprise data across multiple business lines and creating a true 360-degree view of each customer. The company needed to resolve deduplication and householding issues and move data to a unified cloud-based platform with AI capabilities to support better segmentation, persona identification, and targeted marketing.

Persistent Systems implemented Salesforce Data 360 along with Salesforce Marketing Cloud, Tableau, and Salesforce Financial Services Cloud to enable audience segmentation, campaign optimization, personalized journeys, and advanced analytics. The solution delivered increased cross-channel journeys within six months, improved retention and net promoter score, and reduced attrition with an increase in online account openings.