
Finding the Right
Customer Data
Platform
For Financial Services
A step by step guide to choose the best CDP solution for financial services companies
Building a unified customer database is a strategic and often challenging project. It’s best tackled in small steps by first defining your goals – that is, the marketing programs you want to run – and then exploring the systems and capabilities you need to meet them.
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David Raab Founder, CDP Institute |
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What you'll find inside
Steps that will help you identify the best CDP for your business


About the author
Widely recognized expert in marketing technology and analytics. Independent consultant since 1987, specializing in marketing trends, technology strategy, product requirements, and vendor selection
David Raab, Founder of CDP Institute
@cdpinstitute
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