Financial Services provider launches new product using a robust data strategy

The Client

A financial services provider focused on payments, factoring and banking through the use of technology and innovation to reduce friction in cash flow management and increase the speed of payment transactions.

The Challenge

Before launching a new product the marketing team wanted to ensure that they were capturing accurate data and properly integrating Analytics, marketing and CRM data sources in a Snowflake data warehouse for analysis and reporting with PowerBI.

Results

3 Objectives

Identified by Leadership as Critical to Product Success

44 Key Metrics

To Measure Success Performance

Trusted Data

Performance Dashboard with Robust Testing and Monitoring

The client was able to established clear goals for the product launch, understand the metrics that will be used to determine if they are accomplishing those goals, and trust the data that is used to calculate those metrics.

The Solution

To support the marketing team in the successful launch of this new product, DiveTeam interviewed leadership to understand the value proposition and align business objectives to measurable goals. Once complete the team conducted an audit of all data sources required to measure progress around these objectives, and update Fullstory and Google Analytics tags to ensure that the key metrics used to measure those goals are trustworthy. DiveTeam collaborated with the internal Data & Analytics team to document Snowflake requirements and ensure data was properly integrated. Finally, DiveTeam designed a performance dashboard in PowerBI to provide the team with visibility into performance against objectives as the product was launched.