AI-Enabled Enterprise Customer Data Platform (CDP)

Transform Customer Data Into Your Most Valuable Asset

Stop guessing, start knowing. Our Enterprise CDP solutions break down data silos to create a single, persistent, and intelligent view of every customer.

Drive unprecedented growth through AI-powered segmentation, true omnichannel personalization, and data-driven decisions that resonate.

Customer Data Unification An abstract illustration showing multiple data streams from different sources (social media, web, mobile, store) flowing towards a central hub, which then forms a complete, 360-degree customer profile icon.
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Why Partner with CIS?

The Strategic Advantage for Your Customer Data

Choosing a CDP partner is more than a technology decision; it's a commitment to a customer-centric future. We provide the technology, expertise, and strategic guidance to ensure your CDP initiative delivers transformative results, not just another dashboard.

AI-Powered Intelligence

We don't just unify data; we enrich it. Our AI/ML models for predictive scoring, churn analysis, and LTV forecasting are embedded into our CDP solutions, turning raw data into your next best action.

Enterprise-Grade Security

With CMMI L5, SOC 2, and ISO 27001 certifications, we build and manage your CDP with an unwavering commitment to data privacy, governance, and compliance, de-risking your most critical asset.

Seamless Integration Hub

A CDP's power is in its connectivity. Our experts specialize in complex integrations, ensuring your CDP seamlessly connects with your entire martech, adtech, and analytics stack to become your true system of insight.

Accelerated Time-to-Value

Forget year-long implementations. Our agile PODs and pre-built solution accelerators focus on high-impact use cases first, delivering measurable ROI in months, not years.

Holistic Strategic Partnership

We are more than vendors; we are your data strategy partners. From initial roadmap and vendor selection to ongoing activation and optimization, we guide you through every stage of CDP maturity.

Proven Business Outcomes

Our focus is on delivering tangible results: increased customer lifetime value, reduced churn, improved campaign ROI, and enhanced operational efficiency. We tie every feature to a business goal.

Composable & Future-Proof

We design flexible, composable CDP architectures that adapt to your evolving needs. Avoid vendor lock-in and build a data foundation that scales with your business and integrates emerging technologies.

Global Expertise, Local Context

With 20+ years of experience serving global enterprises, we understand the nuances of data regulations like GDPR and CCPA, ensuring your CDP is both powerful and compliant across all your markets.

Dedicated Expert PODs

You get a dedicated, cross-functional team of CDP strategists, data engineers, and AI specialists. This ensures continuity, deep understanding of your business, and efficient execution.

Our Comprehensive CDP Services

End-to-End Solutions for Your Customer Data Lifecycle

We offer a full spectrum of services to guide you from initial strategy to advanced, AI-driven activation. Our modular approach allows you to engage us for the full journey or for specific needs to augment your existing capabilities.

CDP Readiness Assessment & Strategy

We evaluate your current data ecosystem, business goals, and technical capabilities to build a tailored CDP strategy and a phased roadmap for success.

  • Identify high-value use cases to prioritize for immediate ROI.
  • Develop a comprehensive data governance and privacy framework.
  • Create a detailed business case and ROI model to secure executive buy-in.

CDP Vendor Evaluation & Selection

Navigating the crowded CDP market is complex. We provide an unbiased, data-driven approach to help you select the right platform (packaged, composable, or hybrid) for your unique needs.

  • Conduct in-depth analysis of leading CDP vendors based on your requirements.
  • Manage the RFP process and facilitate proof-of-concept (POC) projects.
  • Negotiate contracts to ensure favorable terms and a strong partnership.

Customer Data Modeling & Taxonomy Design

A successful CDP is built on a solid data foundation. We design a unified data model and event taxonomy that standardizes data from all sources for consistency and usability.

  • Define standard customer attributes, events, and identifiers across the organization.
  • Create a scalable schema that supports both current and future data needs.
  • Ensure the data model aligns with your specific industry and business logic.

Full-Cycle CDP Implementation

Our certified experts manage the end-to-end implementation of your chosen CDP, from data source integration and identity resolution to user training and rollout.

  • Agile project management for transparent and on-time delivery.
  • Configuration of the platform to match your specific business rules and workflows.
  • Rigorous testing and validation to ensure data accuracy and integrity.

Data Integration & Pipeline Development

We build robust, scalable data pipelines to ingest data from any source—websites, mobile apps, CRM, ERP, POS systems, and third-party platforms—into your CDP.

  • Real-time and batch data ingestion using modern ETL/ELT frameworks.
  • Development of custom connectors for proprietary or legacy systems.
  • Implementation of data quality checks and transformations within the pipelines.

Identity Resolution & Unified Profile Creation

This is the core of the CDP. We implement advanced deterministic and probabilistic matching algorithms to merge fragmented customer data into a single, persistent golden record.

  • Stitch together anonymous and known user data across devices and channels.
  • Manage consent and communication preferences at the unified profile level.
  • Create a historical timeline of every customer interaction and touchpoint.

Composable CDP Architecture

For ultimate flexibility, we help you build a "composable" CDP using best-of-breed tools from the modern data stack (e.g., Snowflake, dbt, Segment), giving you full control and avoiding vendor lock-in.

  • Design a modular architecture based on your specific needs for data collection, storage, modeling, and activation.
  • Integrate and orchestrate various components to work as a cohesive platform.
  • Empower your data team with a flexible, scalable, and cost-effective data foundation.

Audience Segmentation & Journey Orchestration

We help you move beyond basic demographics to create dynamic, behavior-based segments and orchestrate personalized, cross-channel customer journeys.

  • Build complex segmentation models based on behaviors, transactions, and predictive scores.
  • Design and implement automated marketing campaigns and customer journey workflows.
  • Activate segments in real-time to your marketing, sales, and service platforms.

AI-Powered Personalization & Predictive Analytics

Leverage the full power of your unified data. We build and deploy AI/ML models directly on your CDP data for predictive insights and hyper-personalization.

  • Develop models for churn prediction, lead scoring, product recommendations, and lifetime value.
  • Integrate model outputs back into the customer profile for activation.
  • Enable real-time, 1:1 personalization on your website, app, and email campaigns.

Data Enrichment Services

Enhance your first-party data with valuable second and third-party attributes to gain a deeper understanding of your customers and improve targeting accuracy.

  • Integrate demographic, firmographic, and intent data from trusted partners.
  • Append data to customer profiles to enrich segmentation and personalization.
  • Ensure all enriched data is compliant and ethically sourced.

Omnichannel Campaign Activation

Ensure a consistent and relevant customer experience across every touchpoint. We connect your CDP to all activation channels for seamless campaign execution.

  • Integrate with email marketing, advertising platforms, social media, and customer support tools.
  • Synchronize audiences and suppression lists across all channels automatically.
  • Measure cross-channel campaign performance with a unified attribution model.

Data Governance & Compliance Management

We establish robust governance frameworks and tools to ensure your customer data is accurate, secure, and used in compliance with regulations like GDPR, CCPA, and more.

  • Implement data quality monitoring, data lineage, and a comprehensive data catalog.
  • Automate consent management and the processing of data subject access requests (DSARs).
  • Define role-based access controls to ensure data is only accessible by authorized users.

CDP Health Checks & Optimization

A CDP is not a "set it and forget it" tool. We provide regular health checks and ongoing optimization to ensure you are maximizing its value and adapting to new business needs.

  • Audit data ingestion pipelines, identity resolution rates, and audience syncs.
  • Identify opportunities to improve performance, add new data sources, or enable new use cases.
  • Provide recommendations for platform upgrades and feature adoption.

Managed CDP Services

Offload the day-to-day technical management and operation of your CDP to our expert team, allowing your marketing and data teams to focus on strategy and activation.

  • 24/7 monitoring of data pipelines and platform performance.
  • Management of user administration, segmentation, and audience creation.
  • Proactive troubleshooting and ongoing support from our certified CDP experts.

Team Training & Enablement

We empower your team with the knowledge and skills to effectively use the CDP, ensuring high adoption rates and a self-sufficient, data-driven culture.

  • Customized training programs for marketers, analysts, and data scientists.
  • Development of best practice guides, documentation, and a center of excellence.
  • Hands-on workshops to build confidence and drive creative use of the platform.
Success Stories

Real-World Results from Unified Customer Data

We partner with industry leaders to turn their customer data challenges into competitive advantages. Explore how our CDP solutions have driven measurable growth and innovation.

Global E-commerce Brand Reclaims Abandoned Carts & Boosts LTV

E-commerce & Retail

"CIS didn't just implement a CDP; they transformed our understanding of the customer journey. We now connect with customers in a way we never thought possible, and the impact on our bottom line has been phenomenal."

Ava Harrington, VP of Digital Marketing, Fashionopoly

A leading online fashion retailer with millions of customers struggled with a fragmented view of user behavior across their website, mobile app, and social channels, leading to generic marketing and high cart abandonment rates.

Key Challenges:

  • Inability to link anonymous browsing with known customer profiles.
  • Delayed and inconsistent data for marketing campaigns.
  • Generic, one-size-fits-all promotional messaging.
  • Difficulty measuring the true ROI of different marketing channels.

Our Solution:

  • Implemented a real-time CDP to unify data from Shopify, Google Analytics, and mobile app SDKs.
  • Developed a sophisticated identity resolution strategy to stitch user profiles across devices.
  • Created dynamic segments for "high-intent," "at-risk," and "VIP" customers.
  • Orchestrated automated, multi-step abandoned cart journeys with personalized product recommendations.
22%
Increase in Conversion Rate
15%
Reduction in Customer Churn
30%
Lift in Customer Lifetime Value

Fintech Leader Achieves Hyper-Personalization for Loan Products

Financial Services

"The level of data security and compliance expertise CIS brought to the table was critical. They built a CDP that not only powers our marketing but also strengthens our data governance, giving us confidence in a highly regulated industry."

Marcus Dyer, Chief Data Officer, SwiftDime

A fast-growing digital bank needed to provide highly personalized loan and investment offers to its diverse customer base but was hampered by data silos between its core banking system, CRM, and web analytics tools.

Key Challenges:

  • Strict data privacy and regulatory compliance requirements (KYC, AML).
  • Inability to get a holistic view of a customer's financial health and behavior.
  • Low engagement with generic, mass-marketed product offers.
  • Long lead times for data teams to prepare audiences for marketing campaigns.

Our Solution:

  • Deployed a secure, compliant CDP with a focus on data governance and access controls.
  • Integrated transactional data, CRM interactions, and web behavior to create rich financial profiles.
  • Built predictive models within the CDP to identify customers most likely to be interested in specific products.
  • Enabled real-time activation of personalized offers on the website and mobile app based on user behavior.
4X
Increase in Product Cross-Sell Rate
50%
Reduction in Marketing Lead Time
25%
Higher Engagement on Offers

B2B SaaS Platform Reduces Churn with Proactive, Data-Driven Insights

SaaS & Technology

"We thought we knew our users, but the unified view from the CDP was a game-changer. CIS helped us identify churn signals we were completely blind to. We can now engage at-risk accounts proactively and have seen a direct impact on retention."

Jenna Raynor, Head of Customer Success, Clustry

A B2B SaaS company providing project management software wanted to reduce customer churn by identifying at-risk accounts earlier. Their data was scattered across Salesforce, Zendesk, and their own product usage database.

Key Challenges:

  • Lack of a unified view of account health, combining product usage, support tickets, and commercial data.
  • Reactive approach to customer issues, often engaging only after a complaint.
  • Difficulty in identifying which product features drove retention and expansion.
  • Customer Success Managers (CSMs) spending too much time manually gathering data.

Our Solution:

  • Implemented a B2B CDP to create unified profiles at both the user and account level.
  • Developed an AI-powered health score for each account based on product adoption, support interactions, and license utilization.
  • Created automated alerts and workflows to notify CSMs of at-risk accounts and suggest proactive engagement plays.
  • Provided the product team with clear insights into feature usage patterns of the most successful customers.
18%
Reduction in Annual Churn
35%
Increase in CSM Productivity
20%
Lift in Expansion Revenue
Technology & Platforms

Expertise Across the Modern Customer Data Stack

We are platform-agnostic and leverage best-of-breed technologies to build the ideal CDP solution for your business, whether it's a packaged platform or a flexible, composable architecture.

Client Testimonials

What Our Clients Say About Our Data Expertise

Avatar for Ava Harrington

"The 360-degree view we now have is transformative. We've moved from reactive campaigns to predictive, personalized conversations. CIS was the strategic partner we needed to make it happen."

Ava Harrington VP of Digital Marketing, Fashionopoly
Avatar for Marcus Dyer

"In fintech, data security and compliance are non-negotiable. CIS's deep expertise in this area gave us the confidence to build a powerful CDP on a foundation of trust. Their team is world-class."

Marcus Dyer Chief Data Officer, SwiftDime
Avatar for Jenna Raynor

"Our customer success team is now empowered, not overwhelmed. The proactive insights from the CDP have fundamentally changed how we engage with our clients, directly impacting our retention numbers."

Jenna Raynor Head of Customer Success, Clustry
Avatar for Blake Henshaw

"We chose CIS because they spoke our language—the language of business outcomes. They didn't just sell us technology; they delivered a solution that is directly tied to our revenue goals."

Blake Henshaw CMO, A Large Retail Chain
Avatar for Claire Baxter

"The agility of the CIS POD model was a perfect fit for us. We had a dedicated team of experts who felt like an extension of our own, delivering value faster than we thought possible."

Claire Baxter Director of Analytics, A Healthcare Provider
Avatar for Derek Monroe

"Their expertise in composable CDP architecture was invaluable. They helped us design a flexible, future-proof data stack that gives us complete control and avoids vendor lock-in."

Derek Monroe Lead Data Architect, A Media Company
Frequently Asked Questions

Your CDP Questions, Answered

A Customer Data Platform (CDP) is enterprise software that creates a persistent, unified customer database that is accessible to other systems. It ingests data from multiple sources, cleans and combines it to create a single customer profile, and then makes that data available to marketing, sales, and service tools for activation.

A CRM (Customer Relationship Management) system primarily stores transactional and interaction data for known customers. A DMP (Data Management Platform) deals with anonymous, third-party data for advertising purposes. A CDP is the bridge: it unifies all types of data—first, second, and third-party, anonymous and known, online and offline—into one persistent profile, making it the central source of truth for all customer-facing teams.

The primary benefits include: achieving a true 360-degree view of the customer, enabling deep personalization at scale, improving marketing ROI through better targeting, increasing customer lifetime value, reducing churn by identifying at-risk customers, and ensuring data privacy and compliance across all channels.

Implementation times can vary based on complexity, but our agile approach focuses on delivering value quickly. We typically aim to have high-impact use cases live within 3-4 months, with a full, multi-source implementation taking 6-9 months. This is significantly faster than traditional data warehousing projects.

Absolutely. Integration is a core strength of any good CDP. We specialize in connecting your CDP to a wide range of tools, including CRMs (Salesforce, Dynamics), marketing automation platforms (Marketo, HubSpot), analytics tools (Google Analytics), advertising networks, and customer support systems (Zendesk).

A packaged CDP is an all-in-one software solution from a single vendor. A composable CDP is a more flexible approach where you build your own CDP using best-of-breed, interoperable tools from the modern data stack (e.g., using Snowflake for storage, dbt for transformation, and Segment for collection). We help you choose and implement the right approach for your business's maturity and goals.

Ready to Unlock the Power of Your Customer Data?

Let's talk. Schedule a complimentary, no-obligation consultation with our CDP experts. We'll discuss your unique challenges, assess your data readiness, and outline a clear path to achieving a unified customer view and driving measurable growth.