Transamerica’s Approach to Personalization

Transamerica needed to better understand its customers’ journeys to personalize interactions across channels and media and inform the sales process. Accomplishing this meant integrating their offline and online marketing data in one place to create a single view of their customers’ behaviors. In addition, it required new capabilities, including a shift from manual to automated processes in a single system. The result: a data-driven environment that fuels analytics and 1:1 customer experiences that empower the sales teams with better leads.

Attend the webinar to hear directly from Transamerica and Merkle about what went into creating a data foundation that optimized marketing and sales performance.