No Single View of the Customer
CMS, ecommerce, and CRM data live apart, so member activity, order history, and engagement behavior never come together.
The Challenge
Financial Services Can't Personalize What It Can't See
Banks, payments organizations, and financial associations deliver thought leadership, training, and products through digital channels that operate in isolation from the CRM. The result is no 360-degree view of the customer, fragmented reporting, and marketing that can only speak to everyone at once.
RDA partners with financial services organizations to harmonize systems, centralize data, and turn disconnected platforms into a unified, data-driven engagement engine.
Multiple, Non-Integrated CRMs
Acquisitions and legacy tools leave business units on separate systems with low adoption and duplicated processes.
Fragmented Reporting
Each department reports from its own data, driving inefficiency, limiting marketing effectiveness, and raising operational cost.
Compliance & Security Expectations
Every integration and every experience must meet the security and regulatory bar the industry demands.
Our Approach
Unify Data, Then Personalize with Confidence
RDA delivers industry specific solutions that drive efficiency, engagement, and business success. We start with discovery and alignment across business units, then design the architecture, integrations, and governance that make a single view of the customer real.
Discovery & Cross-Unit Alignment
Stakeholder interviews and collaborative workshops define shared requirements, standardize processes, and establish governance and adoption strategies.
Harmonized CRM Architecture
Design a unified Salesforce architecture that brings every business unit onto one platform with clean, consistent data.
CMS & CRM Integration
Connect Sitecore or your CMS with Salesforce to capture sign-ups, course registrations, purchases, and engagement in real time.
Data Consolidation & Migration
Audit legacy systems, extract and transform the data, and map it into the target domain model for a centralized, trustworthy dataset.
Data-Driven Personalization
Move from broad communications to segmented, behavior-based personalization across the full customer lifecycle.
Cloud, Security & Optimization
Run on secure, scalable cloud infrastructure with ongoing optimization services that keep adoption and performance climbing.
Full-Spectrum Capabilities
Everything Financial Services Needs to Win Digitally
Our capabilities span strategy through execution — with built-in AI readiness at every layer.
Strategic Vision & Roadmapping
Experience Design & UX
Platform Selection & Implementation
Custom App Development
Data & AI Optimization
Continuous Evolution Programs