Treasure Data and Artefact have teamed up to create this comprehensive guide to customer data platforms (CDPs) for the financial services industry. As personal data becomes increasingly valuable, it presents both challenges and opportunities for businesses.

This guide explore the essentials of CDPs for banks, insurers, brokers, and investment managers, highlighting how these platforms help collect, store, and analyze data to enhance customer service securely and efficiently.

• Industry perspective: Context, trends and challenges
• Getting value from a CDP: 15 use cases for financial services
• Delivering a CDP: Implementation best practices