Financial Services

Blog
BlueConic Acquires Jebbit, Redefining the CDP Space

BlueConic has acquired Jebbit, a powerful data-capture and experience-creation software for marketers. Together, we're establishing the industry’s first-ever Operating System for Customer Data.

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On-Demand Webinars
Smart acquisition: Powering growth through first-party data

Watch this webinar to learn how harnessing first-party data can revolutionize your customer acquisition efforts, potentially slashing costs by up to 50%.

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Podcasts & Videos
Recruiting Top Marketing Talent in a Remote World: Strategies from BlueConic's CMO
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Podcasts & Videos
Data: Use it or Lose it to Win Customers

In this episode of The Content Marketing Virtual Summit, BlueConic CMO Patrick Reynolds shares invaluable knowledge on go-to-market strategies, data, and marketing leadership in the SaaS industry.

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Blog
CX Market Trends: CDPs, AI, GenAI

Emerging CX trends, including CDPs, AI, and GenAI, are shaping customer experiences. Discover how they can improve CX, drive revenue growth, and enhance brand loyalty.

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Podcasts & Videos
Mastering Your Third-Party Data Deprecation Game Plan

Customer Success Manager Nicky Peterse discusses the escalating impact of consumer privacy regulation and third-party data deprecation across all industries.

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Podcasts & Videos
The Remote CMO: Recruiting Top Marketing Talent in a Remote World: Strategies from BlueConic's CMO
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Podcasts & Videos
Sales Talk for CEOs: Leading with Empathy: How Cory Munchbach's Journey from Analyst to CEO Shapes her Leadership Today
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Podcasts & Videos
It’s Time to Treat Target Audiences How You Want to Be Treated

Explore the right—and wrong—ways to go about identity resolution and marketing data management, especially amid the loss of third-party cookies.

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Podcasts & Videos
Unlocking Growth: How CDPs Address Five Key Business Challenges

In this episode of the Millennium Live, BlueConic CEO Cory Munchbach discusses how CDPs tackle pressing business challenges and how BlueConic empowers organizations to maximize ROI, and more.

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On-Demand Webinars
Top 5 CDP Use Cases to Drive Growth and Revenue in 2024

Discover the top 5 real-world examples of how leading organizations are leveraging CDPs to drive growth and revenue in 2024.

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Guides
A Complete Guide to the Integrated Pure-Play CDP

In this comprehensive guide, we’ll take a closer look at integrated pure-play CDPs, exploring their defining features, advantages, and real-world applications.

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Blog
How to Build a Data Strategy: Six Key Questions

Learn the six questions to ask when crafting your data strategy.

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Blog
WTH is an Invisible Experience?

Learn more about the rise of invisible experiences and what they mean for businesses and consumers alike.

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On-Demand Webinars
Mastering Privacy in the Era of Invisible Experiences and Seamless CX
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Blog
How to Craft a Winning CDP RFP

Discover eight strategies for managing a successful CDP evaluation process.

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Podcasts & Videos
Transforming Sales: A Journey of Growth and Success

In this episode of the Org3D podcast, BlueConic CEO discusses her journey from data and analytics to go-to-market strategy and emphasizes the importance of true customer centricity.

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Podcasts & Videos
Being the challenger: Agility and risk-taking

In this episode of Brand Enabled: The Human Stories Behind Branding, BlueConic CMO Patrick Reynolds discusses how he puts his concepts into practice and how that has translated into business success.

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Reports
2024 Gartner® Magic Quadrant™ for Customer Data Platforms

Discover why BlueConic was named the sole Challenger in inaugural Gartner® Magic Quadrant™ for Customer Data Platforms.

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Guides
8 Strategies for Crafting a Winning Customer Data Platform RFP

Discover the key capabilities that should be on your CDP vendor comparison checklist.

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On-Demand Webinars
Ditch Data Dogma

Watch now to unlock the secrets to effective personalization and customer engagement by harnessing unique data insights.

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Podcasts & Videos
The Journey from 17th Employee to CEO

In this episode of Operations with Sean Lane, BlueConic CEO Cory Munchbach discusses the relationship between CEO and COO, the importance of asking questions, and traits that can hold CEOs back.

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Blog
2023 CDP RFP Predictions Revisited

In January 2023, BlueConic experts made predictions on what to expect for RFP trends in the coming year. Discover how these predictions fared.

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On-Demand Webinars
Unlocking Success in CDP Selection: 2024 RFP Trends

Discover the top RFP trends in CDP evaluation to shape your 2024 strategy.

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Podcasts & Videos
The Future of Marketing Analytics

In this episode of DataFramed, BlueConic CEO Cory Munchbach discusses successful marketing strategies, the impact of privacy laws on data collection, the future of marketing analytics, and more.

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Blog
From Cookies to Consent: How to Effectively Use First-Party Data for Marketing and Advertising
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On-Demand Webinars
Last Call for Cookies: Navigating the Future of Marketing & Advertising
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Podcasts & Videos
Cory Munchbach on the life of a Martech CEO

In this episode of Making Sense of Martech, BlueConic CEO Cory Munchbach discusses her journey to becoming CEO, what it looks like to lead a private equity-backed company, and more.

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Reports
The Total Economic Impact™ of BlueConic

Download the study to learn about the benefits and ROI companies gain after implementing BlueConic.

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Podcasts & Videos
The VentureFizz Podcast: Cory Munchbach - CEO of BlueConic

In this episode of the VentureFizz Podcast, BlueConic CEO Cory Munchbach talks all things BlueConic, lessons learned since becoming CEO, and more.

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Blog
Delivering Personalization with Purpose: A Strategic Approach

Learn how to tailor your personalization efforts strategically.

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Podcasts & Videos
BlueConic - A CDP Built for Marketing Activations

In this episode of Marketecture podcast, BlueConic CEO Cory Munchbach discusses the history of BlueConic and how and why CDPs emerged, before diving deeper into the inner workings of our platform.

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Podcasts & Videos
How Remote Work Works in Today's Environment

In this episode of HR Data Labs podcast, BlueConic Chief People Officer Katherine Boardman discusses remote work and how companies can craft it for their employees' benefit.

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Blog
Developing CDP Use Cases: A Guide for Marketers

Discover the importance of well-defined use cases to guide the selection and implementation of a CDP to achieve business goals.

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Blog
3 Common Missteps Slowing Your CDP’s Time-to-Value

Explore common missteps in CDP implementation, including the importance of clear use cases, data readiness, and avoiding over-complication to accelerate time-to-value.

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Guides
10 Things Your CDP Vendor May Not Be Telling You

Discover the right questions to ask when choosing a CDP vendor so you can make an informed choice for your business.

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Guides
10 Questions to Ask Your CDP Vendor

Ask these critical questions to ensure you choose the right vendor for your business.

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Blog
Next-Level Marketing: Unlocking Potential with Generative AI and BlueConic
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Blog
ADPPA: Why marketers should embrace it to build deeper customer relationships
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Blog
Best Practices for Optimizing Your AI-Powered First-Party Data Strategy
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Blog
Four Best Practices for a Website Redesign with BlueConic

Discover four tips that will save you time and resources while optimizing your website performance and the customer experience at the same time.

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Blog
What B2B Marketers Should Look for in a Customer Data Platform

Discover six factors that will help you make more informed decisions and ultimately choose the CDP that best aligns with your organization's long-term growth plans.

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Blog
BlueConic Celebrates Pride!

At BlueConic, we’re committed to building an inclusive environment for all—both during pride month and throughout the year.

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Blog
Celebrating European Mental Health Week: A Q&A with BlueConic’s Steffie Middendorp
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Blog
BlueConic Named 2023 SIIA CODiE Award Finalist for Best Customer Data Platform
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Blog
Why We Recognize Mental Health Awareness Month: A Q&A with BlueConic’s People Team
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Blog
MarTech Day: What Trends Will Define 2023?

Discover our top 5 MarTech trends that you should know to remain informed and engaged in 2023.

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Blog
Introducing BlueConic Premium Support Packages

Learn more about our Premium Support Packages and how they can help you achieve your business goals faster.

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Guides
The Paradox of Personalization: Balancing Consumer Expectations with Privacy Concerns
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Guides
CDP Use Cases in Financial Services

Find out how financial services companies can take advantage of a CDP to achieve their transformation goals.

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Blog
International Women’s Day 2023: Meet 8 Inspirational Women at BlueConic
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Blog
International Women’s Day: Profiles in Leadership

In celebration of International Women’s Day, BlueConic is featuring five inspiring women leaders within our organization and across our customer base.

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On-Demand Webinars
Overcoming the Paradox of Personalization to Meet Consumer Expectations
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Blog
Spreading the Love: Valentine’s Day Notes from BlueConic Customers

This Valentine's Day, we reflect on just how lucky we are to work with so many exceptional CDP partners every single day.

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Blog
Top 5 RFP Trends in CDP Evaluation

Learn the top 5 RFP trends in CDP vendor evaluation and get tips on how to choose the right vendor.

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Blog
E - P - E at BlueConic

At BlueConic, every day we work with three key values: empathy, partnership, and expertise.

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Blog
5 MarTech Trends You Must Know in 2023

Discover our top 5 MarTech trends that you should know to remain informed and engaged in 2023.

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Blog
A Beginner’s Guide to Second-Party Data & Its Growing Relevance

Understand the basics of second-party data and why this oft-overlooked form of consumer data will play a critical role in helping companies future-proof their marketing efforts.

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Podcasts & Videos
Walking the Tightrope: How to Balance Personalization and Privacy in 2023
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Blog
Change is the Only Constant in Life

Find out how your business can survive and thrive during an economic downturn.

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On-Demand Webinars
Revealed: Top 5 RFP Trends in CDP Evaluation

BlueConic experts have combed through scores of RFPs to unpack what’s top of mind for your peers who’ve gone through the CDP evaluation process. In this webinar, they reveal 5 major trends they found.

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Blog
A Message From Our New CEO: Cory Munchbach

A Message From Our New CEO: Cory Munchbach

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Guides
Toolkit: Selecting the Right Customer Data Platform

This toolkit provides a framework for goals, uses cases, and questions to design an RFP that will help you find the right customer data platform (CDP).

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Blog
2022: The Year of the Blue

It’s hard to believe we are about to close the door on 2022. What a year it’s been!

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Blog
Our Favorite Things: 2022 Holiday Gift Guide

Spread cheer to those you hold near and dear. Check out our 2022 Holiday Gift Guide!

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Podcasts & Videos
Deliver Customer Centric Experiences Across Channels

Watch this on-demand discussion with Nicky Peterse, Principal Customer Success Manager, BlueConic about Delivering Customer Centric Experiences Across Channels.

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Podcasts & Videos
Elevate Data Personalization Strategies

Find out how technology can bring personalization to life.

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Podcasts & Videos
BlueConversations: CDP Use Cases in Financial Services

Explore real-world examples of CDP use cases for the financial services industry: balancing consent, privacy, personalized experiences and content relevancy, and driving customer engagement.

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Blog
Three Critical Components of Any CDP Change Management Strategy

BlueConic’s advice on how to center time-tested drivers of success when building out a CDP change management program.

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Guides
Debunking the Four Myths of Consumer Data Privacy

Learn how you can embrace a more proactive approach to consumer data privacy.

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On-Demand Webinars
CMO-Level Insights to Elevate Your Personalization Strategy

This on-demand webinar explores how marketers and CMOs can elevate their organization’s approach to drive engagement and deliver financial results.

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Blog
Marketing Cloud CDP: Oxymoron, Vaporware, or Other?

Marketing cloud's pivot into building a CDP reinforces the fact that a combination of features in existing marketing technology tools does not equal a CDP.

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Guides
A Single Customer View for Financial Services

Download this ebrief to learn how financial services companies are turning first-party data into a strategic business asset by creating a single customer view for the business.

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Podcasts & Videos
Apple’s Privacy Push

Discover how Apple’s privacy changes are impacting the mobile ad industry as a whole.

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On-Demand Webinars
Debunking the 4 Myths of Consumer Data Privacy

Forrester analyst Stephanie Liu joins BlueConic’s Cory Munchbach to debunk the 4 myths of consumer data privacy that are holding marketers back.

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Podcasts & Videos
Deconstructing Data

In this episode of the BDEX podcast, BlueConic CEO Cory Munchbach discusses the intricacies of identity resolution, the impact of third-party data deprecation, and the importance of first-party data.

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Podcasts & Videos
Winners and Losers of Apple’s Privacy Changes

Discover the biggest winners and losers from Apple’s privacy-related changes.

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Reports
2022 Gartner® Market Guide for Customer Data Platforms

Download the Gartner Market Guide for recommendations to help you select the right CDP vendor.

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Guides
Why Ethical Data Management and Privacy Matter

See why data ethics, privacy, and trust are non-negotiable imperatives that will affect every company over the next decade.

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Blog
Evolving Your Customer Engagement Strategy

To improve your customer engagement strategy, you need to humanize your brand and build a privacy-conscious marketing program using modern martech.

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On-Demand Webinars
Top 10 CDP Use Cases for 2022

In this on-demand webinar, you'll hear about 10 real-world examples of how companies across industries use a CDP to enable their digital transformation and accelerate growth.

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Blog
Power Your Social Advertising with Rich First-Party Data

Fewer wasted impressions, increased conversions, and no more manual uploads. Liberate your data for effective social advertising campaigns.

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Blog
Devising Your CDP Use Case Roadmap

Learn how BlueConic customers create, execute, and modify their CDP use case roadmaps to increase both revenue and operational efficiency.

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Blog
Use Case-Based CDP Architectural Design, Explained

By being intentional with first-party data imports, brands with CDPs can build strong, use case-based architectural designs that boosts ROI.

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Guides
Top 12 CDP Use Cases

Download our eBook to discover real-world examples of how BlueConic customers unlock revenue, enhance efficiency, and accelerate growth with our CDP.

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Blog
10 Articles to Add to Your Holiday Reading List

Stay on top of the major trends that will shape marketing, advertising, and supporting technologies in 2022.

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Solutions Briefs
BlueConic’s Salesforce Marketing Cloud Connection

How growth-focused marketers drive smarter customer engagements with Salesforce Marketing Cloud and BlueConic.

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Blog
Make BlueConic the Brain Behind Salesforce Marketing Cloud

Fuel Salesforce Marketing Cloud with real time, individual-level event and profile data to deliver personalized and timely experiences.

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Blog
How Customer Analytics Tools Democratize Data

There are many customer analytics tools. But only an analytics-focused CDP reduces the distance between insight generation and activation.

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Podcasts & Videos
Planning for the Deprecation of Third-Party Data

Learn how to future-proof your data strategy and discover the challenges marketers must consider when navigating privacy regulations and third-party cookie deprecation.

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Guides
The Third-Party Data Deprecation Playbook

Download our eBook to discover the four essential tools you need for success in the privacy-first era.

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Podcasts & Videos
The Third-Party Data Deprecation Playbook

This playbook outlines the 4 tools you need in your third-party data deprecation playbook to lead your organization successfully into a cookiless future.

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Podcasts & Videos
Beyond the Cookie: Personalization for 2022

Watch this video to learn how you can get beyond the cookie in 2021 and straight to the core of identity in today’s digital world.

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Blog
Probabilistic and Deterministic Matching, Explained

BlueConic offers both deterministic and probabilistic matching types - we’ve constructed this guide to help you understand these concepts.

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Blog
Customer Lifecycle Management: An Ongoing Effort

Customer lifecycle management is streamlined and simplified for companies with BlueConic. Learn how your brand can benefit from Lifecycles.

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On-Demand Webinars
Ad Targeting in the Extended Identity Crisis

Fill out the form to watch the webinar and learn how to confront both new and longstanding challenges in ad targeting.

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Guides
Identity Terms, Defined

Download this guide to learn the differences between common mechanisms that relate to the overall concept of identity.

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On-Demand Webinars
Identity Resolution in 2022: Be Ready When Third-Party Cookies Disappear
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Guides
Starting Your Customer Data Platform Journey

Learn how you can begin your customer data platform journey — and get on your way to accelerating business growth — in our infographic.

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Blog
How Financial Services Firms Transform with CDPs

Digital transformation in financial services is accelerated for firms with a customer data platform (CDP) as their single source of truth.

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