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Building Your Customer Data Platform with LEO CDP

Trieu Nguyen
November 07, 2022

Building Your Customer Data Platform with LEO CDP

Summary of key ideas:
1) Key problems of data-driven business
2) How to solve problems with USPA mindset
3) How to build your solutions with LEO CDP
4) Case study in Fintech and banking industry
5) Summary all key ideas

Trieu Nguyen

November 07, 2022
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  1. Building Your Customer
    Data Platform with LEO CDP
    By Chief Platform Engineer: Nguyễn Tấn Triều (Thomas)
    My Email: [email protected]
    My Phone: +84-903122290
    https://leocdp.com

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  2. About myself
    ● Working as software engineer since 2008
    ● Started and coded LEO CDP since 2019
    ● Founded BigDataVietnam.org since 2014
    ● Former Head of Platform at Blueseed Digital
    ● Former Lead Software Engineer at FPT
    Telecom
    My profile details at
    https://www.linkedin.com/in/tantrieuf31
    2

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  3. Our roadmap
    1. Key problems of data-driven business
    2. How to solve problems with USPA mindset
    3. How to build your solutions with LEO CDP
    4. Case study in Fintech and banking industry
    5. Summary all key ideas

    View full-size slide

  4. Our roadmap
    1. Key problems of data-driven business
    2. How to solve problems with USPA mindset
    3. How to build your solutions with LEO CDP
    4. Case study in finance and banking industry
    5. Summary all key ideas

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  5. First problem:
    How to create business value from customer data

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  6. Second problem:
    In omnichannel world, Customer Analytics is more complex

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  7. Third problem:
    A.I System is really stupid if you do not have 360-degree view
    Actually, I am a dog !

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  8. Fourth problem:
    How to personalize cross-selling And optimize CLV ?

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  9. Fifth problem:
    How to create happiness for your customers
    “happy” chemical

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  10. Our roadmap
    1. Key problems of data-driven business
    2. How to solve problems with USPA mindset
    3. How to build your solutions with LEO CDP
    4. Case study in finance and banking industry
    5. Summary all key ideas

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  11. Customer Database
    Evolution of Customer Data Management Technology
    Microsoft Excel
    1987 - now
    1990s - now
    Microsoft Access
    MySQL
    PostgreSQL
    Oracle DBMS
    2000s - now
    Salesforce
    SAP CRM
    HubSpot Sales Hub
    Sugar CRM
    Zoho CRM
    Odoo CRM
    (2010s - now)
    Segment.io
    Salesforce CDP
    Microsoft Dynamics 365
    ActionIQ
    Blueshift
    Amplitude CDP
    Hightouch CDP
    Apache Unomi
    A CDP with true heart, can be
    export data as Excel, for free 😀

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  12. CRM can manage lower funnel only (Action,Loyalty and Advocacy)
    CDP can manage the whole data funnel (Awareness to Advocacy)
    CDP
    CRM
    CDP is not compete with CRM,
    it's just a technology evolution
    (1990s - 2020s)
    (2010s - 2040s)

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  13. MDM → CRM → CDP

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  14. In LEO CDP, the system can store all data about customer
    CDP

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  15. U.S.P.A framework is the mindset to build LEO CDP

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  16. One of LEO CDP’s clients, Trung Thuy Group, could unify
    customer data from all business units and sale channels

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  17. Customer 360 Report in LEO CDP

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  18. A good CDP could merge duplicate data for you

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  19. A segment
    with report
    and profiles

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  20. LEO CDP is the product from Analytics mindset and it’s free
    50,000 profiles

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  21. Our roadmap
    1. Key problems of data-driven business
    2. How to solve problems with USPA mindset
    3. How to build your solutions with LEO CDP
    4. Case study in finance and banking industry
    5. Summary all key ideas

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  22. To build your CDP, you need a LEO CDP system,
    integrate data sources and marketing channels

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  23. Data sources come from customer touchpoints

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  24. LEO CDP could help you manage marketing
    channels and get report insights quickly

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  25. LEO CDP has event statistics in real-time,
    so you have data insights faster

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  26. You could do data segmentation to run email
    marketing with personalized content

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  27. Customer personalization for every profile

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  28. You could build your own data connector
    for synchronization and data enrichment

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  29. To setup LEO CDP, please visit:
    https://build.leocdp.com

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  30. Our roadmap
    1. Key problems of data-driven business
    2. How to solve problems with USPA mindset
    3. How to build your solutions with LEO CDP
    4. Case study in finance and banking industry
    5. Summary all key ideas

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  31. Customer Journey Map for Banking

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  32. CDP for Banking Industry
    Key Use Cases and Outcomes
    Advanced case Customer Churn Scoring
    Prediction and Prevention
    720-degree View
    Credit Scoring
    CLV forecasting
    Predictive Analytics
    Next Best Action
    Intermediate case Cross-sell/ Up-sell
    Customer Personalization
    Real-time report
    Ad Retargeting
    Lead nurturing
    Proactive Customer Care
    Foundational case Unified Customer Profile
    with Identity Resolution
    360-degree View
    CAC analytics
    Customer Segmentation

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  33. DATA UNIFICATION FOR BETTER CREDIT SCORING
    Improve Credit Scoring Models

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  34. PROSPECTIVE USER - WEBSITE VISIT
    A prospective user comes to a bank’s website, visits the credit
    card page, and drops off. His activity is recorded in the CDP.
    The next time the user visits the website again, an onsite
    notification is shown asking him/her if they are interested in
    applying for the credit card.
    Website / Landing Page
    Call Center

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  35. PROSPECTIVE USER - APPLY CREDIT CARD
    A prospective user visits a bank’s website to apply credit card
    program. She checks out the interest rate, calculates her EMI, and
    drops off. The CDP can check credit score and send data to
    marketing team. The bank’s marketers can bring her back to the
    website by sending her a personalized message via a browser push
    notification regarding the credit card type.
    Website / Landing Page
    Call Center

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  36. PROSPECTIVE USER - LEAD NURTURE
    A user receives a call from the call center regarding a travel credit
    card. He shows interest in the card but doesn’t apply for it after
    the call ends. In this case, the user can be shown a personalized
    SMS with an exciting offer which encourages him to apply for the
    card.
    Website / Landing Page

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  37. PROSPECTIVE USER - FORM FILLUP
    A user shows interest in applying for a travel loan by filling up a form
    where she drops her personal details. But she doesn’t proceed to
    finish the purchase.
    The bank’s marketers can reach out to the user via the call center,
    email, and SMS and encourage her to complete her purchase.

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  38. PROSPECTIVE USER - CHATBOT
    A prospect is looking at credit cards on a bank’s website and
    clicks on the chatbot. The chatbot is able to intelligently begin a
    conversation with the user based on his/her query.

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  39. PROSPECTIVE USER - INCOMPLETE
    DOCUMENTATION REMINDER
    A user who has applied for a home loan uploads a few documents
    and drops off. He can be encouraged to complete the documents
    upload process via a browser push notification or an email or an
    SMS.
    Automated Email Marketing

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  40. CUSTOMER - BIRTHDAY OFFER
    A customer visits the car loan page on the bank’s website 7
    days before his birthday. He receives a birthday special offer
    personalized for him via an email or a notification bot or a
    homepage banner.

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  41. Our roadmap
    1. Key problems of data-driven business
    2. How to solve problems with USPA mindset
    3. How to build your solutions with LEO CDP
    4. Case study in finance and banking industry
    5. Summary all key ideas

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  42. LEO CDP in one summary diagram

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  43. For more information, just Google “LEO CDP”
    or visit our FB page to give us a “Like” 😀
    https://facebook.com/leocdp.net

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  44. Let’s build
    LEO CDP ecosystem !

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