On June 9, "Open Integration, Leading the New Era of Marketing 5.0——2023 Financial Marketing Technology Value Discovery Forum" was successfully held in Hangzhou, China.
Sang Wenfeng, founder & CEO of Sensors Data, delivered a keynote speech on "Dual Engines Empowering Digital Customer Management", and shared with dozens of senior experts from banking, securities, insurance, Internet finance and other fields, starting from industry practice, focusing on financial marketing technology, customer data platform, customer operations, wealth management transformation and other directions.
In addition, in order to give full play to the advantages of massive data and rich application scenarios, promote the deep integration of digital technology and the real economy, empower the transformation and upgrading of the financial industry, and strengthen the new engine of financial development, Sensors Data and Hi-Finance released the "White Paper on Wealth Management Transformation in the Financial Industry", summarizing eight major directions that financial institutions need to focus on in the digital transformation of wealth management, providing reference for financial institutions' wealth management transformation.
1. Leading: Empowered by dual engines, Sensors Data released a new value proposition in the financial field
In the era of digital transformation, traffic dividends have peaked, and enterprises and customers need more touch points, more data, and more opportunities for interaction. Creating personalized, omni-channel consistent experience for customers has become a new direction for enterprises. Based on the concept of Customer Journey Orchestration (CJO for short), Sensors Data proposes four new infrastructures: user/customer data collection, user/customer data platform, user/customer data analysis, and journey orchestration engine, to help enterprises realize omni-channel unified user experience, improve customer satisfaction and retention, and improve LTV and operational efficiency, so as to jointly create a new customer full life cycle interactive experience with financial companies and win the touch point bonus era.
In the past eight years, Sensors Data has focused on digital customer management. Based on the SDAF data closed-loop methodology, Sensors has brought value to 2,000+ enterprise customers in more than 30 industries, and continues to iterate and upgrade its cognition and concept of products and solutions. At this financial forum, Sang Wenfeng gave a detailed introduction on the twin engines of "user/customer data platform" and "journey orchestration engine".
Engine 1: user/customer data platform, namely UDP/CDP. Sang Wenfeng emphasized that "global, real-time, and flexible circle selection" are the three essential capabilities of CDP. Through the integration of multi-source data, unified data model, rich data processing methods and data output capabilities, it provides data cornerstones for global customer operations in scenarios such as business systems, analysis insights, BI reports, and automated marketing.
Engine 2: Journey Orchestration Engine, Journey Orchestration Engine. It includes four sub-engines, namely Audience Engine (Who), User Journey Engine (When), Content Decision Engine (What), and Reach Channel Engine (Where), which support marketing audience circle selection, trigger timing selection, marketing content decision-making, reach channel development, and restriction/priority/speed limit strategy formulation during the marketing process, helping companies manage customers more efficiently.
In addition, he interpreted the practical cases of three well-known financial institutions for everyone, and further explained how to combine dual engines to better empower financial companies.
At the end of the speech, Sang Wenfeng proposed the new positioning of Sensors Data as a "China's digital customer management software provider" in the financial field, and focused on conveying the new value proposition of Sensors Data in the financial field: first, a highly open product architecture and flexible integration capabilities; second, a grounded digital customer management solution; third, a complete data security and compliance system . Through the combination of products, solutions and security compliance systems, Sensors Data will provide more companies with software that better meets the business needs of their digital customers.
2. Collision: When the second half of wealth management transformation meets marketing 5.0
During the round table, Hi-Finance founder & CEO Wang Zhao and Sang Wenfeng and other guests had a dialogue on such topics as "open integration and self-controllability", "basic capabilities of marketing agility", "online and offline integration", "AIGC helps financial institutions achieve agile, personalized, and truly marketing with thousands of people and faces".
3. Focus: The financial white paper is unveiled, exposing the latest thinking and industry suggestions
At the end of the opening ceremony, Sensors Data and Hi-Finance officially released the "White Paper on Wealth Management Transformation in the Financial Industry".
Huang Zhenxin, general manager of Sensors Data Financial Division, mentioned: Based on the business characteristics and best practices of the financial industry, Sensors Financial Division has established digital core indicators for wealth management from the dual perspectives of business and technology. Based on the 3A3R flow operation methodology, three categories of North Star indicators, health indicators, and key indicators have been proposed, with a total of 185 indicators. A data-driven system with closed-loop data collection capabilities, application capabilities, and governance capabilities has been built to help customers scientifically refine the indicators of the entire life cycle of users and quantify digital wealth management business factors. Accurate monitoring and insight of business, data-driven decision-making.
Based on the background of the digital transformation of wealth management, through research, interviews and data analysis, this white paper is aimed at professional practitioners in different types of financial industries such as banking, securities, insurance and funds. It gives professional thinking from seven dimensions: development trend, business strategy, business operation and management, technical support, organizational construction, talent training, and risk control compliance.
4. Win-win: deepen openness and integration, and create a win-win situation with financial companies
On the day of the event, focusing on ecological partners serving the financial industry, Sensors Data joined forces with Hi-Finance, Amazon Cloud Technology, Aid Design, Mushroom Fortune, and Jialue Data to hold a grand cooperation signing ceremony.
Hundreds of global financial institutions gathered at the scene, covering industry consulting, application software, sales, service and other types of industry partners, to discuss the development situation and challenges of digital finance and the future development of digital intelligence finance.
Sensors Data combines leading technology and advanced knowledge of the industry to continue to cultivate Top 50 financial companies such as banks, securities, and insurance, and help them build a personalized, accurate, intelligent, and agile digital customer management system. With an open mind, it works with partners to help financial institutions achieve performance growth and comprehensively enhance the core competitiveness of financial companies' digital operations.
