Private Banking

99.99% match-rate: building the data foundation for personalisation at a leading private bank

99.99%
Data match-rate achieved
ML models
Fed by clickstream
One place
Behavioural + CRM unified
The challengeA private banking platform's digital data was disjointed and not usable for insight or personalisation within its Azure environment.
Service lines
Digital DataData Engineering
The outcome99.99% match-rate achieved; clickstream integrated into ML models; analysts unifying behavioural and CRM data in a single environment.

Client Situation

  • Our banking client had disjointed data which was not in a usable state for their needs: insight and analysis to improve performance and personalisation on their private banking platform.
  • Clickstream data needed to be ingested, processed and transformed within existing Azure environment and made available to marketers.

Our Contribution

  • Assessment, findings and recommendations, followed by technical delivery, training and handover.
  • Discovery to understand existing data architecture and implementation. Data model design requirements documented.
  • Code development to process and transform clickstream data.
  • Trained analysts on how to interrogate the outputs.
  • Full documentation and handover to data engineering team.

Results

  • 99.99% match-rate between Adobe Analytics interface and Azure Synapse providing confidence in data.
  • Clickstream data introduced into existing ML models, improving overall performance.
  • Improved efficiency by enabling analysts to query behavioural data alongside CRM information within a single environment.
  • Enabled confidence to create highly targeted website personalisation within a complex organisation; across multiple territories, diverse product set and within a highly regulated financial institution.
"
This project has helped us to streamline our data so now we can use it to analyse and improve our customer experiences too.
Head of BI
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