How to effectively manage customer data to increase the profits of your business? How can technology support the development of customer relationships? And how to increase the success of the process of implementing a customer-centric approach in your company? We answered these questions during our webinar conducted in cooperation with a leading player in the insurance market. Learn the key findings from the meeting between Britenet and Generali experts.
Key takeaways from this article
- With the right tools, organizations are able to effectively personalize communications, optimize processes and anticipate customer needs.
- Systems for integrating data from different sources allow dynamic data management and automatic updating of key information, resulting in better customer service.
- The success of advanced IT solutions depends on close cooperation between the technology provider and the organization implementing the systems, allowing the technology's potential to be maximized.
Putting your clients first. Always! Insuring Growth through Customer-Centricity
During the Insuring Growth through Customer-Centricity webinar, Bartosz Kwiecinski, Marketing and Direct Department Director at Generali, and Bartosz Sokolowski, Technical Leader at Britenet, discussed key issues related to customer data management, including increasing the effectiveness of marketing activities, building and integrating the Central Customer Database, and personalizing offers and communications based on collected data. The experts also touched on the use of modern technologies and strategies for increasing business value by focusing on customer needs. Below, you will find a summary of the most important topics discussed during the webinar.
Personalize communications and optimize processes
The webinar began with a discussion of the approach to managing customer data, which is key for many organizations. Bartosz Kwiecinski presented the key pillars of the company's strategy, based on delivering a seamless and personalized experience to customers. He stressed that modern tools – such as Salesforce, Marketing Cloud and Tableau – enable companies to integrate data and deliver value propositions, as well as accurately forecast customer needs. He also suggested that personalizing communications and optimizing processes help improve customer relationships and increase business value.
Integrating data and building customer relationships
A key element of the webinar was a presentation by Bartosz Sokolowski, who focused on the practical aspects of implementing the Central Customer Database (CBK). He emphasized that the implementation of CBK at Generali has enabled the company to effectively manage data from various sources, automate information updates and significantly streamline processes. The tool also supports operations in compliance with data protection regulations, allowing the company to securely manage customer data. The company has not only improved the quality of service, but also reduced the risk of errors resulting from inconsistent data.
Cooperation and implementation success
Bartosz Sokolowski also noted the key role of cooperation between the technology provider such as Britenet and the company implementing the system. He pointed out that the success of the CBK implementation depends on involvement at all levels of the organization, allowing the full potential of the technology to be realized. He pointed to the importance of dynamic data management and the creation of “golden records” that are tailored to the needs of different departments within the company. Generali, through the use of CBK, has gained a complete view of the customer 360°, which allows for even better relationship management and delivery of personalized services.
Want to learn the exact story of a company that changed its data strategy and gained a competitive advantage?
Watch the full webinar Putting your clients first. Always! Insuring Growth through Customer-Centricity and find out how organizations can revolutionize their approach to data management to more effectively meet customer needs and build stronger relationships.
