Financial Services

Blog
Delivering Personalization with Purpose: A Strategic Approach

Learn how to tailor your personalization efforts strategically.

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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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eBooks
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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Infographics
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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eBooks
The Paradox of Personalization: Balancing Consumer Expectations with Privacy Concerns
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eBooks
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
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
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
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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Videos
Walking the Tightrope: How to Balance Personalization and Privacy 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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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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Reports & 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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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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Videos
Elevate Data Personalization Strategies

Find out how technology can bring personalization to life.

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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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eBooks
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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eBooks
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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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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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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Infographics
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
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
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
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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eBooks
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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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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eBooks
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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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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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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Reports & 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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Infographics
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
Enrich Google Analytics Data with a CDP

Find out how you can enrich Google Analytics data for deeper analysis by integrating person-level data captured in a CDP.

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Videos
How a CDP Enables Operational Agility

Learn how BlueConic increases self-reliance among business users, reduces costs, removes barriers to experimentation and creativity, and ultimately, accelerates growth.

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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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Solutions Briefs
Identity Resolution with BlueConic

Download this solutions brief to learn why BlueConic’s unique approach to identity resolution is s faster and more accurate than other approaches.

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Blog
Customer Data Platforms: The Ultimate Guide

What is a customer data platform (CDP)? Our ultimate guide breaks down the many benefits of the advanced business technology.

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Blog
Why a CDP’s Database Architecture Matters

Database architecture matters when choosing a CDP. Discover three platform structures and how each impacts business efficiency and outcomes.

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Blog
Data Anonymization vs. Anonymous Data

The difference between data anonymization and anonymous data is at the root of what truly distinguishes a CDP from a DMP.

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On-Demand Webinars
Improving Marketing’s Operational Efficiency with a Customer Data Platform
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Videos
Why Data & Analytics Leaders Are Embracing CDPs

Learn why data and analytics leaders from retailer and consumer goods brands are turning to customer data platforms (CDP).

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Reports & Guides
Assessing Technology’s Impact on Marketing & CX Operations

Discover how the right tech can fundamentally transform how marketing, CX, and other growth teams understand and interact with customers.

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Blog
Customer Segmentation Analysis: A Guide

Customer segmentation analysis enables growth-focused teams to better leverage their first-party data and understand and engage customers.

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Blog
Customer Segmentation: Streamlined with a CDP

Check out several customer segmentation examples and learn how leading companies build multi-dimensional segments in minutes with our CDP.

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Blog
Improving Your Front-End Customer Experience

Learn how to enhance your customer experience strategy by factoring in the three key ingredients of front-end CX in your engagement efforts.

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Blog
Creating an Ideal Customer Profile for Marketing

Creating an ideal customer profile in a single source of truth like a CDP is your path to more efficient and effective marketing.

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Blog
First-Party Data: The Future of Marketing

What is first-party data? How can it help your business? We answer both questions and offer other customer data insights in our guide.

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Blog
The Integrated Marketing Communication Playbook

Learn to build an integrated marketing communication strategy that boosts your ROI, improves your CX, and enables efficient data liberation.

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Blog
Real-Time Marketing with Real-Time Data: A Guide

Real-time marketing is only possible with real-time data access. Learn how the right processes and martech can help you leverage up-to-date customer data.

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Blog
The Data Monetization Playbook for Brands

Data monetization is a growing trend among leading brands — one that helps them unlock revenue opportunities and accelerate business growth.

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Blog
How the Data Lake’s Failure Led to the CDP

A data lake can still be a valuable solution for enterprises. But the legacy customer database's capabilities pale in comparison to a CDP's.

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Blog
How Consent Management Platforms Fail Marketing

Consent management platforms overpromised on their capabilities. That's why many brands are now turning to CDPs to manage customer consent.

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Blog
Customer Lifecycle Orchestration: A Guide

Customer lifecycle orchestration is the next frontier of marketing — and the premier path for companies to accelerate business growth today.

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Blog
Why Enterprise Brands Are Investing in CDPs

Enterprise brands' investment in the customer data platform (CDP) continues to increase — as does their ROI from the technology.

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Blog
Reducing Your Reliance on Third-Party Data

Third-party data is no longer a reliable marketing resource for companies today. Instead, businesses must turn to first-party customer data.

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Blog
The MarTech Stack Evaluation Guide

Use our martech stack evaluation guide to audit your brand's marketing technology stack and identify areas for improvement.

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Blog
One-to-One Marketing: An Individualized Approach

Success with a one-to-one marketing strategy requires tech that enables efficient, real-time data activation based on rich customer insights.

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Blog
Business Intelligence Reporting: Better with a CDP

Business intelligence reporting is far more efficient for growth teams when they use a customer data platform (CDP) as their primary BI tool.

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Blog
Behavioral Segmentation Examples and Insights

Check out several behavioral segmentation examples, statistics, and ideas that can help you make the most of your customer data and improve your marketing.

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Blog
Identity, Identifier, & Identity Graph, Explained

Marketers often confuse and conflate identity, identifier, and identity graph. Learn the differences between the martech terms.

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Blog
Breaking Down Our LiveRamp Partnership

With our LiveRamp partnership, it's easier than ever for BlueConic users to understand how their ads impact customers' journeys.

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Videos
Identity Crisis: Media, Technology, and Data in the Next Decade

Discover how media leaders are focusing on social media, digital advertising, and data management to secure their place in the information ecosystem in the next decade.

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On-Demand Webinars
Identity Crisis: Engaging Customers in a Post-Cookie World

To improve identity management and customer engagement, brands must move beyond third-party cookies and fully embrace first-party data.

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On-Demand Webinars
Why Operational Efficiency Is Your New Marketing Metric: Measuring MarTech Effectiveness
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eBooks
Improving Operational Efficiency with a CDP

Download our eBrief to learn why martech investment decisions should be grounded in the operational efficiencies they create for marketing.

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Videos
Overcoming Barriers to Cross-Channel Customer Experiences

Discover how you can deliver bespoke customer experiences to your audience across channels and boost your core marketing metrics and ROI.

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On-Demand Webinars
The ROI of a CDP: 6 Ways Enterprises Reduce Marketing Costs & Unlock Revenue
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