Marketing based on the next best action requires effective data handling for success. For Canadian insurer, Beneva, however, silos were standing squarely in the way. With over three million customers and CA$13 billion in assets, Beneva is one of Canada’s largest financial institutions. They had over 75 years of product and customer data, but that data was isolated in various systems, databases, and customer portals.
Marketing technology is as important for customer retention as it is for acquisition. One of the complex tasks businesses have to deal with today is managing customer experience and getting it right. That’s why brands are always on the lookout for innovative solutions and features that deliver value. Most tasks, including drip campaigns, lead qualification, call tracking, and agent and call scoring, can be automated with the help of marketing technology.