Customer 360 for Personalized Banking

Challenge – Fragmented Customer Data and Rising Churn
A major financial services firm faced data silos that hindered personalization and retention. Fragmented profiles across systems led to a 20% churn rate among a 500,000 client portfolio and limited cross selling opportunities.

Solution – Unified Customer 360 Platform for Real Time Insights
NucleusTeq built a Customer 360 platform integrating Segment for data unification, Kafka for real time synchronization, and Tableau for visualization. The system used Clearbit data enrichment to deliver dynamic insights and personalized recommendations across channels.

Impact – Improved Retention and Engagement
• 25% reduction in churn
• 30% increase in cross sell and upsell conversions
• Personalized recommendations for 400,000+ customers

By connecting and activating customer data, the firm deepened engagement and unlocked measurable revenue growth.