Case Study: Leading insurer and financial services provider achieves a unified customer view and personalized, contextually relevant marketing with Redpoint Global Inc.'s rgOne

Financial Services Firm Supercharges Marketing with a Unified Customer View

Leading Insurer and Financial Services Provider faced fragmented customer data organized by product across 10 databases, which limited marketing to single-product contexts and prevented the firm from anticipating customer needs or modeling buying patterns. To address this, the company engaged Redpoint Global Inc., deploying the rgOne solution to unify customer data and create a single customer view.

Redpoint Global Inc. used rgOne to combine data from 10 distinct sources—including feeds from an enterprise data warehouse with nearly 200 tables pulled daily—delivering a unified customer view in 12 weeks. The deployment eliminated 3,500 lines of SAS code, automated data processes, and enabled marketing decision-makers to engage customers with contextual, consistent messages, improving insight into behaviors and accelerating personalized outreach.