A global investment management company with billions of dollars in assets under management, serving millions of investors worldwide — including individuals, financial advisors, retirement plans, and government institutions. Their offerings include hundreds of mutual funds and ETFs across diverse asset classes.
With no such thing as a “typical customer,” the firm needed to keep pace with constantly shifting investor needs, preferences, and life changes — from saving for college to retirement planning. At the same time, they faced growing regulatory pressures on how customer data can be collected, shared, and used.
KEY PAIN POINTS INCLUDED:
To better understand and serve their customers, the company needed a Golden Record — a single, unified view of each customer across channels.
With no such thing as a “typical customer,” the firm needed to keep pace with constantly shifting investor needs, preferences, and life changes — from saving for college to retirement planning. At the same time, they faced growing regulatory pressures on how customer data can be collected, shared, and used.
KEY PAIN POINTS INCLUDED:
To better understand and serve their customers, the company needed a Golden Record — a single, unified view of each customer across channels.
Partnering with Munvo and Redpoint, the global investment management company implemented the Redpoint Data Readiness Hub, supported by Munvo’s consultative and technical expertise.
Together, we enabled the client to:
The transformation delivered immediate and long-term value for the client:
10M+ customer records ingested and unified into Golden Records
Millions of duplicate and erroneous records eliminated, cutting costs and improving accuracy
Real-time personalization delivered through Adobe Experience Platform
Faster customer recognition across channels, enabling timely and relevant engagement
Enterprise-wide access to unified data for scalable customer experience initiatives
By having a Golden Record, Redpoint and Munvo enable the client to serve more relevant content to the right person at the right time much more cost-effectively. Customers targeted with relevant messaging are more likely to invest, to stay with the company, and to choose additional services. The Redpoint Golden Record is integral to both acquisition and retention strategies.
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