Case Study: Beneva (Canadian mutual insurer) achieves a unified 360° customer view and 3x campaign conversions with Qlik

Effective data handling is central to marketing based on the next best action

Beneva, one of Canada’s largest mutual insurers with over three million customers and C$13 billion in assets, faced fragmented systems and customer records across decades of product lines and a recent merger. The company needed to break down silos to create a unified 360° customer view, modernize to a cloud-ready analytics foundation, and enforce strict data confidentiality while delivering highly personalized customer experiences.

Beneva implemented Talend Data Services and Data Quality alongside Azure and Snowflake to build a governed master golden record using about 30 decision trees, 60 matching rules, and human-in-the-loop stewardship. The Data Vault 2.0 approach and reusable Talend frameworks enabled agile releases every three weeks, improving developer efficiency by 30%, cutting project times from months to weeks, tripling email campaign conversion rates, and delivering a unified portal and next‑best‑action marketing across the organization.

Beneva

Simon Latouche

Data Engineering Director