industry
Financial Services

Driving data integration and marketing ROI for a loan provider ​

Key technology:
  • Dynamics 365
Value levers pulled:
  • Data analytics

Picture this...

You’re an online personal loan provider offering short/medium-term secured and unsecured loans. To elevate your marketing team’s outreach and campaign accuracy, you launch a marketing automation initiative to derive insights and target customers in your existing loan system (finPower) and address new queries online (with Google Analytics and Zendesk).

You turn to Accordion.

We partner with your marketing team to integrate data from the aforementioned existing internal applications into Microsoft Dynamics. Specifically, we:

  • Analyze data structures of existing systems and finalize field mapping methodology to populate data in Dynamics 365.
  • Create entities in Dynamics 365 while maintaining data quality and consistency.
  • Develop fully automated data pipelines in Azure to ingest data from existing applications into Dynamics 365.
  • Develop data resilience and reconciliation mechanisms within the pipelines to ensure failures/successes are notified.
  • Document the process for future reference and to support future enhancements.

Your value is enhanced.

  • With the integration of customer financial information with customer agreement data in Dynamics 365, you’re able to develop a detailed customer segmentation analysis. This enables you to run targeted campaigns, pitching your products according to customer needs, and increase your marketing ROI.

Enhanced value:

You reap multiple benefits, including:

  • Data analytics