Case Study: Leading Publicly Traded Cloud-Based Financial Company achieves scalable data-driven growth with Treasure Data CDP

Uncovering 27K cross-sell opportunities from one proof of concept (POC)

A leading publicly traded cloud-based financial company struggled with fragmented customer data across post-M&A business units, inconsistent identifiers, and engineering-heavy segmentation processes. To solve this, it worked with Treasure Data and a proof of concept using Treasure Data CDP to unify customer identities, enable self-serve segmentation, and support real-time activation across its platforms.

Treasure Data implemented a flexible, enterprise-scale CDP that ingested 61 million records in under 10 minutes and created 6.8 million unified profiles. The solution also uncovered 27,800 shared customers for cross-sell, empowering marketing teams to launch campaigns faster and driving new revenue opportunities through better visibility into customer relationships.