Customer 360-Degree View Implementation
Banking Sector
From Manual Excel Processes to Automated Datamart with >80 Variables per Customer
>80 Variables per Customer in Unified Datamart
Transition from Manual to Fully Automated Processes
Enhanced Segmentation & Real-Time Campaign Readiness
Introduction
As part of the strategic evolution from DataSphere to Simov Labs, this case showcases the implementation of a comprehensive 360-degree customer view that unified fragmented data sources for a leading regional bank—eliminating manual Excel workflows, enabling precise segmentation, trend identification, and behavior analysis to drive more effective marketing and retention campaigns.
Business Challenge
A leading bank in the region relied on manual, Excel-based processes for marketing and retention campaigns. Teams spent extensive hours merging databases, applying formulas, and creating unified customer views from disparate sources. This resulted in inefficiencies, high resource consumption, limited scalability, security risks, and slow response times to market opportunities. There was no single source of truth, hindering accurate customer segmentation, opportunity detection, and agile decision-making.
Implemented Solution
- 1Designed and developed a customer datamart providing a complete 360-degree view with over 80 variables per customer.
- 2Implemented an ETL process and dedicated data quality modules to ensure data integrity, reliability, and transparency (with visible business rules for processing and classification).
- 3Built a scalable, secure data model that supports integration with other bank projects and platforms.
- 4Enabled consumption through leading BI tools such as Tableau or Power BI for easy, confident access to unified customer data.
- 5Facilitated advanced segmentation, trend identification, and behavioral analysis to support targeted campaigns and strategic initiatives.
Obtained Results
Eliminated manual Excel tasks, significantly reducing analyst workload and enabling a shift to strategic marketing and retention activities.
Achieved unified, accurate customer visibility with over 80 variables per record, allowing faster and more precise generation of campaign lists and opportunity detection.
Improved decision-making through a single source of truth and real-time, updated data accessible via BI tools.
Enhanced scalability and security, preparing the bank for future data initiatives and integrations.
Boosted overall efficiency, data quality, and campaign effectiveness by automating unification and providing transparent, reliable insights.
Evolution in Simov Labs
This 360-degree customer view project is now fully integrated into our portfolio at Simov Labs. We evolve these datamarts and ETL pipelines into modern, cloud-native implementations (Snowflake, Databricks, BigQuery) with production-ready AI/ML for real-time personalization, predictive segmentation, automated campaign scoring, multi-source integration, and explicit ROI measurement.
Aligned with DAMA and TDWI governance frameworks, our current solutions emphasize business-first analysis, radical honesty in opportunity assessment, and long-term partnership—ensuring 360-degree views deliver sustainable customer understanding, retention gains, marketing ROI, and competitive advantage in banking. No promises. Just results.
Ready to build a true 360-degree customer view that powers precise segmentation and faster, data-driven campaigns?
Book a free 30-minute consultation. We'll discuss your customer data landscape and where a unified 360 view can deliver the most impact.