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Stop Guessing. Start Knowing Your Customer.

AI-Powered Customer Data Platform (CDP) solutions that unify every interaction into a single source of truth.
Drive revenue with hyper-personalization at scale.

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Customer Data Platform Visualization An abstract diagram showing various data sources like mobile, web, and CRM flowing into a central CDP hub, which then activates personalized messages across different channels like email and social media. CDP CRM Mobile Web Email Ads Social

Why Your Business Needs a Customer Data Platform

In today's fragmented digital landscape, your customer data is scattered across a dozen systems—CRM, analytics, support, email. This creates a broken customer view, leading to missed opportunities and wasted marketing spend. A Customer Data Platform (CDP) is the central nervous system for your business, stitching together every touchpoint into a persistent, unified profile. We help you implement and manage a world-class CDP to unlock the insights you need to build smarter, more profitable customer relationships.

Eliminate Data Silos

Create a single, unified view of each customer by consolidating data from all online and offline sources into one centralized platform.

Enable Hyper-Personalization

Leverage rich, real-time data to deliver truly personalized experiences, messages, and offers across every touchpoint in the customer journey.

Drive Smarter Decisions

Empower your marketing, sales, and service teams with accurate, accessible data to improve targeting, increase ROI, and boost customer lifetime value.

Why Choose CIS for Your CDP Implementation?

AI-Enabled Insights

We don't just unify data; we enrich it. Our solutions leverage AI and machine learning to uncover predictive insights, forecast customer behavior, and automate segmentation for maximum impact.

20+ Years of Integration Expertise

A CDP is only as good as its connections. With two decades of experience in complex enterprise systems, we seamlessly integrate your CDP with any tool in your stack, from legacy databases to modern SaaS apps.

Security & Compliance First

Your customer's trust is paramount. As a SOC 2 and ISO 27001 certified partner, we build every CDP solution on a foundation of enterprise-grade security and strict adherence to data privacy regulations like GDPR and CCPA.

Vendor-Agnostic Approach

We're not tied to a single platform. We work with you to select and implement the best-fit CDP for your unique business goals, budget, and technical environment, whether it's a packaged or composable solution.

Full-Lifecycle Partnership

From initial strategy and platform selection to implementation, data migration, activation, and ongoing optimization, we are your end-to-end partner for CDP success.

Future-Proof, Scalable Architecture

We design CDP architectures that grow with you. Our focus on composable and scalable solutions ensures your platform can adapt to new data sources, channels, and business demands without a complete overhaul.

Focus on Actionable Outcomes

A CDP is a means to an end. Our primary goal is to empower your teams to *use* the data. We help you build actionable segments, launch targeted campaigns, and measure the direct impact on your bottom line.

Proven ROI & Business Value

We anchor every project in clear business objectives. Our process includes defining KPIs, establishing measurement frameworks, and demonstrating tangible ROI through improved efficiency, higher conversion rates, and increased customer retention.

Dedicated Expert Teams

You get more than just developers. You get a dedicated POD of AI-enabled strategists, data engineers, and marketing technologists who live and breathe customer data, ensuring your project benefits from deep, cross-functional expertise.

Our Comprehensive Customer Data Platform Services

We offer a complete suite of services to guide you through every stage of your CDP journey, ensuring you not only implement the right technology but also maximize its value for long-term growth.

CDP Strategy & Consulting

We align your CDP initiative with core business goals, defining clear use cases, KPIs, and a strategic roadmap to ensure measurable success and executive buy-in from day one.

Platform Selection & Evaluation

Navigate the complex CDP vendor landscape with confidence. We provide an unbiased, data-driven evaluation to help you choose the perfect platform (packaged, composable, or hybrid) for your specific needs.

Full-Scale CDP Implementation

Our certified experts manage the entire end-to-end implementation process, from technical setup and data source integration to user training, ensuring a smooth and successful launch.

Data Source Integration & ETL

We connect all your customer data sources, no matter how complex. Our experts handle everything from simple API connections to custom ETL pipelines for legacy systems, ensuring no data is left behind.

Identity Resolution & Stitching

This is the core of the CDP. We implement advanced, deterministic, and probabilistic matching rules to merge anonymous and known profiles, creating a persistent, accurate single customer view.

Unified Customer Profile Creation

We design and build a comprehensive data model that captures all attributes, events, and transactions, creating a rich, 360-degree profile for every customer that is accessible and understandable.

Data Governance & Compliance

Build trust and avoid risk. We help you establish robust data governance frameworks, manage user consent, and ensure your CDP practices are fully compliant with GDPR, CCPA, and other regulations.

Audience Segmentation & Modeling

Move beyond basic demographics. We help you build dynamic, behavioral, and predictive segments that allow for highly relevant and effective campaign targeting.

Real-Time Data Activation

Connect your unified profiles to your entire marketing and sales stack. We configure real-time data syncs to your email, advertising, social, and personalization platforms for immediate, in-the-moment marketing.

Personalization Engine Integration

Power your website, mobile app, and email personalization engines with rich CDP data. We ensure your personalization tools have the fuel they need to deliver truly one-to-one experiences.

Reverse ETL & Data Warehouse Sync

Close the data loop. We implement Reverse ETL processes to push enriched CDP data and audience segments back into your data warehouse, making customer insights available across the entire organization.

AI-Powered Predictive Analytics

Unlock the future of your customer data. We build and integrate ML models for churn prediction, lifetime value scoring, and product recommendations directly into your CDP.

Composable CDP Architecture

For ultimate flexibility, we help you design and build a "composable" CDP using best-of-breed tools from the modern data stack, giving you unparalleled control and scalability.

CDP Health Checks & Optimization

Your CDP is a living system. We provide ongoing audits and optimization services to ensure data quality remains high, integrations are running smoothly, and you're maximizing the platform's features.

Managed CDP Services & Team Enablement

Let us manage the technical overhead while you focus on marketing. We offer fully managed CDP services and provide comprehensive training to empower your team to become self-sufficient power users.

Our Technology & Platform Expertise

We are vendor-agnostic and have deep expertise across the entire modern data stack, ensuring we can build the perfect solution for your unique ecosystem.

Success Stories: CDP in Action

How a Retail Giant Increased Customer Lifetime Value by 25%

Client Overview: A leading multi-channel retailer with hundreds of physical stores and a booming e-commerce website was struggling with a disconnected view of their customers. Shoppers who bought in-store were invisible online, and vice-versa, leading to inconsistent messaging and missed opportunities for upselling and cross-selling.

The Challenge: Their data was trapped in silos: a POS system for stores, Magento for e-commerce, a separate loyalty program database, and a third-party email service provider. They couldn't identify their most valuable customers across channels or personalize marketing effectively.

Our Solution: We implemented a composable CDP solution, using Segment for data collection, Snowflake as the central data warehouse, and Hightouch for Reverse ETL. Our team built custom connectors for their legacy POS system and integrated all data sources. We then developed a sophisticated identity resolution model to merge profiles and created AI-powered segments like "High-Value In-Store Shoppers Likely to Churn" and "Online Browsers with High Propensity to Buy In-Store."

25%
Increase in Customer Lifetime Value
40%
Uplift in Email Campaign Conversion
300%
ROI within the first 12 months
Sophia Dalton CMO, Global Retail Corp

How a B2B SaaS Leader Halved Customer Churn

Client Overview: A high-growth B2B SaaS company providing project management software was experiencing a concerning increase in customer churn. They had vast amounts of product usage data in Mixpanel and customer data in Salesforce, but the two were not connected, making it impossible to proactively identify at-risk accounts.

The Challenge: Their Customer Success team was flying blind. They couldn't see which features were being adopted, which accounts were showing declining usage, or how product engagement correlated with renewals. Their attempts at proactive outreach were generic and ineffective.

Our Solution: We implemented a CDP to unify their Salesforce and product usage data. We created a comprehensive "Account Health Score" based on key behavioral signals like daily active users, feature adoption depth, and recent support tickets. This score was then synced back to Salesforce in real-time. We also configured automated workflows that triggered alerts and tasks for the Customer Success team when an account's health score dropped below a certain threshold, enabling timely and context-aware intervention.

50%
Reduction in Monthly Customer Churn
75%
Increase in Proactive Customer Engagements
15%
Increase in Expansion Revenue from existing clients
Marcus Dyer VP of Product, InnovateCo

How a FinTech Bank Achieved Hyper-Personalization with Full Compliance

Client Overview: A digital-first bank needed to deliver personalized product recommendations to its customers across its mobile app and website. However, as a financial institution, they faced extremely strict data security and regulatory compliance requirements (GDPR, PCI DSS).

The Challenge: They needed a solution that could process sensitive financial transaction data in real-time to make relevant offers (e.g., a mortgage offer to a customer saving for a down payment) without compromising security or violating compliance. Their existing systems were too slow and lacked the necessary governance features.

Our Solution: We architected and implemented a secure, private cloud-based CDP. The solution included robust data masking, encryption, and fine-grained access controls. We built a real-time event streaming pipeline using Kafka to feed transaction data into the CDP. An AI model was developed to identify financial life-stage events and trigger personalized, pre-approved offers through the bank's mobile app push notification and web marketing automation systems. The entire process was designed with an audit trail for full regulatory transparency.

3X
Increase in new product cross-sell rate
100%
Compliance with GDPR & Financial Regulations
Latency for Real-Time Offer Generation
Jenna Clay Chief Data Officer, SecureBank

What Our Clients Say

Avatar for Ava Harrington

"CIS transformed our chaotic data into our most valuable asset. Their CDP solution gave us the single customer view we'd been chasing for years. Our personalization efforts are finally paying off, and we've seen a tangible impact on customer loyalty."

Ava HarringtonDirector of Marketing, Retail E-commerce
Avatar for Mason Gregory

"The technical expertise of the CIS team is second to none. They seamlessly integrated our custom-built SaaS platform with a composable CDP, solving complex identity resolution challenges we couldn't crack internally. Highly recommended."

Mason GregoryCTO, B2B SaaS Platform
Avatar for Chloe Holland

"As a FinTech, data security and compliance were our biggest concerns. CIS built a CDP architecture that was not only powerful but also incredibly secure, passing all our rigorous audits with flying colors. They are a true partner."

Chloe HollandHead of Data & Analytics, FinTech
Avatar for Liam Prince

"We didn't just get a tool, we got a strategy. CIS helped us define our use cases and prove the ROI of a CDP to our board. Their strategic guidance was as valuable as their technical implementation."

Liam PrinceVP of Growth, Media & Entertainment
Avatar for Isabella Frost

"The ability to see a unified patient journey has been revolutionary for us. CIS's CDP solution for healthcare allowed us to personalize patient communication while maintaining strict HIPAA compliance. It's been a game-changer for patient engagement."

Isabella FrostChief Experience Officer, Healthcare Provider
Avatar for Noah Collins

"Our marketing team is finally empowered. With the CDP, they can build complex segments and launch campaigns in hours, not weeks. The agility CIS has given us is a massive competitive advantage."

Noah CollinsCEO, Travel & Hospitality Tech

CDP vs. The World: Understanding the Difference

It's a common question: "Don't I already have this?" A Customer Data Platform serves a unique and critical role that other systems like CRMs, DMPs, and Data Warehouses were not designed for. Here’s a clear breakdown.

Capability CDP (Customer Data Platform) CRM (Customer Relationship Mgmt) DMP (Data Management Platform)
Primary Data Source First-party PII (personally identifiable information) from all sources (online & offline) First-party customer interaction data (sales, service) Third-party anonymous data (cookies, device IDs)
User Identity Known individuals, persistent profiles over time Known individuals, focused on sales/service history Anonymous audiences, short-term segments
Data Types Structured, unstructured, behavioral, transactional Mainly structured interaction data Mainly anonymous behavioral attributes
Primary Use Case Unified customer profile for segmentation & real-time personalization Managing direct customer relationships and sales pipelines Advertising targeting and audience buying
Real-Time Capability Yes, designed for real-time data ingestion and activation Limited, typically batch updates Yes, for ad bidding, but not for profile updates

Frequently Asked Questions

A CRM is primarily a tool for managing direct interactions with known customers, like sales calls and support tickets. A CDP is a system that unifies all customer data—anonymous website visits, mobile app usage, email opens, transactions, and CRM data—into a single, persistent profile. Think of it this way: a CRM records what you do with the customer; a CDP records what the customer does everywhere.

The timeline varies based on complexity, but we focus on delivering value quickly. A foundational implementation connecting 2-3 key data sources and activating one primary use case can often be completed in 8-12 weeks. A more comprehensive, enterprise-wide rollout may take 4-6 months. We always start with a roadmap that prioritizes the highest-impact use cases first.

We are vendor-agnostic, which means our loyalty is to you, not a specific software provider. We have deep expertise with leading packaged CDPs like Segment and Tealium, as well as extensive experience building composable CDPs using best-of-breed tools from the modern data stack, such as Snowflake, Databricks, dbt, and Hightouch. Our recommendation is always based on a thorough analysis of your specific needs.

Data quality is critical. Our process includes a comprehensive data audit and the creation of a tracking plan before implementation. We implement data validation, cleansing, and normalization processes as part of the ingestion pipeline. We also set up monitoring and alerting to proactively identify and resolve data quality issues, ensuring your CDP remains a trusted source of truth.

Absolutely. This is one of the most powerful use cases for a CDP. By unifying product usage data with customer attributes, we can build predictive models that identify customers at risk of churning. This allows your customer success and marketing teams to intervene proactively with targeted support, special offers, or educational content to re-engage them before they leave.

Ready to Unlock the True Power of Your Customer Data?

Stop letting valuable insights slip through the cracks of disconnected systems. Let's build your single source of truth and start delivering the personalized experiences your customers deserve. Schedule a free, no-obligation consultation with our CDP experts today.

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