HSBC commercial bank were looking to transform their segmentation models to minimise human error, misinformation and operational efficiency. This was in order to gain insights to develop effective global multi-channel marketing strategies.
We created an ‘extract, transform and load’ (ETL) pipeline that accepts raw data before it is entered into the spreadsheet and inserted into a structured data model.
This could then be enriched by other data sets – opens, clicks and dwell times of past campaigns – to create a holistic view of the current campaign and channel.
Next came a set of exclusion reports to help improve their internal validation processes and continually improve the quality of the incoming data.
We also produced a set of user-friendly dashboards allowing the client to cut and slice their reporting by campaign, channel and customer segments.
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