The major use case that we do here is designing the entire customer data platform on ActionIQ Platform. As part of an investment bank, we have multiple products to offer to our clients. The different kinds of products that we have to offer to clients are designed out in ActionIQ Platform based on the different eligibility criteria of the client. As per the eligibility criteria, participants get picked into one or other products according to the design condition that we create and different models on ActionIQ Platform. The eligibility criteria that we set up in ActionIQ Platform is more like a drop-down feature that we have in ActionIQ Platform. If an international indicator of a participant is yes, that means they are resident to the US or some other country. These all kinds of fields would be there. If a participant's stocks are getting vested in the next 30 days, these all eligibility criteria we set on ActionIQ Platform. Then the age bracket of the participant, we set it on ActionIQ Platform. Then for specific companies to which these participants are belonging, those all conditions we also set up. Then on the wealth criteria, if a participant is falling under a wealth criteria of 100k to 200k dollars or more than 200k dollars, these all wealth brackets are also being set up on ActionIQ Platform. The data that we use basically comes from the Hadoop and Snowflake, where we take this big data from our upstream sources. Then we use it in ActionIQ Platform to design our customer data platform.
Customer Data Platforms (CDP) are specialized systems designed to consolidate and manage customer data from multiple sources, creating a unified customer profile. These platforms enhance customer interactions by utilizing centralized data for more personalized experiences.Customer Data Platforms play a crucial role in unifying customer data, enabling businesses to provide more personalized engagement. By centralizing data from varied sources, CDPs offer organizations a comprehensive view of...
The major use case that we do here is designing the entire customer data platform on ActionIQ Platform. As part of an investment bank, we have multiple products to offer to our clients. The different kinds of products that we have to offer to clients are designed out in ActionIQ Platform based on the different eligibility criteria of the client. As per the eligibility criteria, participants get picked into one or other products according to the design condition that we create and different models on ActionIQ Platform. The eligibility criteria that we set up in ActionIQ Platform is more like a drop-down feature that we have in ActionIQ Platform. If an international indicator of a participant is yes, that means they are resident to the US or some other country. These all kinds of fields would be there. If a participant's stocks are getting vested in the next 30 days, these all eligibility criteria we set on ActionIQ Platform. Then the age bracket of the participant, we set it on ActionIQ Platform. Then for specific companies to which these participants are belonging, those all conditions we also set up. Then on the wealth criteria, if a participant is falling under a wealth criteria of 100k to 200k dollars or more than 200k dollars, these all wealth brackets are also being set up on ActionIQ Platform. The data that we use basically comes from the Hadoop and Snowflake, where we take this big data from our upstream sources. Then we use it in ActionIQ Platform to design our customer data platform.