Playbook for BFSI: Personalization amid Compliance

About the webinar

Modern financial institutions need to personalize at scale—without compromising security, governance, or data residency. Regulatory requirements, legacy infrastructures, and customer expectations make this a challenging task. In this session, we’ll show how the banking industry uses Meiro CDP to unify data from diverse sources, resolve complex identities, and orchestrate personalized journeys across channels in real time without compromising security. We will highlight best practices for operating in regulated environments and demonstrate how these principles can be applied consistently. To make the architecture and workflows tangible, we’ll walk through a concrete example from a European bank, illustrating how theory translates into practice and what measurable outcomes it can bring.

Who Should Attend

• Reference architectures for private cloud/on‑prem CDP deployments in regulated environments.
• Identity resolution models for BFSI (accounts, cards, loans, web/app, call center) and how to prevent bad profile merges.
• Consent‑aware activation across ads, email, mobile push, WhatsApp, and web personalization.
• A real journey blueprint: from digital onboarding → activation → cross‑sell/upsell → retention and churn prevention.
• How to measure impact: operational KPIs (time‑to‑launch, data freshness), marketing KPIs (conversion, CLV proxies), and risk/ops guardrails.

Key Takeaways

• Heads/Managers of Digital, CRM, Marketing, and Customer Experience
• Data/Platform Leads working with DWH, ML, or marketing stacks
• Compliance, Security, and IT stakeholders evaluating CDP options