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Transamerica’s Approach to Personalization: Unifying Data to Fast-Track Sales

Original Presentation Date

Jun 03, 2020

Key Takeaways

  • The challenges Transamerica faced in understanding customer journeys and the technology framework that brought data and analytics together
  • The organizational and capability requirements to move to automated processes and systems
  • How a single view of customers and behaviors informs campaigns and empowers sales teams with high-value leads

Detailed Overview

Transamerica needed to better understand its customers’ journeys to personalize interactions across channels and media and inform the sales process. Accomplishing this meant integrating their offline and online marketing data in one place to create a single view of their customers’ behaviors. In addition, it required new capabilities, including a shift from manual to automated processes in a single system. The result: a data driven environment that fuels analytics and 1:1 customer experiences that empower the sales teams with better leads. 

Hear directly from Transamerica and Merkle about what went into creating a data foundation that optimized marketing and sales performance.

Please note that this webinar is hosted by Adweek. You will be directed to their website to register for the webinar.


Vanessa Diaz

Senior Director, Marketing Automation, Transamerica