Single View of the Customer

Many organizations struggle with finding a single view of their customers because often this information is spread across different business units. Ultimately, your organization has a separate conversation with customers about each product. To ensure consistent communication and better identify product upsell opportunities, you require a single view of the client and his/her product portfolio.

Customer Records
The following diagram shows a customer situated within three separate databases – savings, mortgage and credit card. DMTI can help create a single view of your customers by assigning a unique address identifier (UAID) to each client record. The UAID links information across your multiple databases for a more consolidated picture of the customer.

Customer Patterns

This next diagram shows how you can group customers based on their product portfolios after linking client information from multiple databases. For example, green dots represent customers with one product while blue dots represent those customers with two products. You can view consumption patterns that were previously captured within separate databases or spreadsheets. This allows you to review product penetration or uptake rates and visualize product trends in specific neighbourhoods. You benefit by building strong marketing campaigns. For instance, you can target those individuals with two or less products by creating tailored messaging highlighting the benefits of adding additional products to their portfolios.

Full Customer Information

The final image shows a customer displayed on a map after you link all products using that customer’s address. This demonstrates the ability to quickly look up specific customers and access information across all product lines. When a customer calls regarding account changes or inquiries, this enables faster and more informed responses.

Solution

We can help you link multiple databases to create a single customer view. This leads to better insight which increases profitability and decreases turnover. Visit www.dmtispatial.com for more information or send us an email at info@dmtispatial.com.