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Customer Data Platform

Customer Data Platform (CDP)

A CRM built for marketing

Every day, the AIM AI assistant reviews your data and tells you what to tackle first. Member data lives in one place, and marketing journeys take over the execution automatically.

Online sales increaseFinancial services client, after rollout
140%
Annual revenue growthApparel brand, after rollout
31%
Financial services companiesUse ESi MarTech solutions
30+

Why do you need a CDP?

Customers move between your website, app, stores and LINE, but their data is scattered across systems. A CDP connects it all into one person.

  • Every interaction is digital

    Customer touchpoints are now fully digital, and your ability to collect and organize interaction data determines how precise your marketing can be.

  • Journeys are no longer linear

    Customers jump between channels and their behavior is fragmented, so each person's journey needs to be pieced together.

  • First-party data

    As anonymous interactions grow, companies must rely on their own first-party data to build a picture of their customers' digital profiles.

CDP modules

Five modules for complete member management

AIM audience lists: cards for lists such as active users, high purchasers in the last 7 days and repurchase reminders, showing reachable counts on LINE, EDM and SMS, with a custom list table below

Audiences

Build an audience, send right away

  • Ready-made audiences: lists such as high spenders in the last 7 days, repurchase reminders and churn win-back update daily, with estimated reach for LINE, email and SMS.
  • Dynamic or static: save the conditions and the audience updates with your data; save the list and it keeps the people from the moment of the campaign.
  • One-click sending: audiences connect directly to omnichannel messaging and marketing journeys, with no exporting or importing.
AIM product tags: a donut chart of tag coverage by category, with tags such as collar type, sleeve type and pattern and their tagging counts on the right

AI product tags

Read preferences from past purchases

  • AI auto-tagging: products are tagged by attributes such as collar, sleeve, pattern and material, and tag coverage is clear at a glance.
  • Suggested new tags: AI proactively suggests tags you haven't used yet or could add.
  • Extended to customers: preferences are inferred from the features of products each customer has bought, for sharper segmentation and recommendations.
AIM marketing journey editor: members are split by membership tier, then smart channel selection automatically sends via LINE or SMS

Marketing journeys

Drag-and-drop journeys, right channel

  • Branch by condition: handle members separately by card tier, tag or behavior, so each group gets the right content.
  • Smart channel: the same message automatically goes out by LINE or SMS, whichever reaches the customer best.
  • Real-time results: reach and conversion at every step flow back into the CDP, closing the loop for continuous optimization.
AIM multichannel messaging: ROAS, revenue and spend cards for LINE, Email and SMS, with open, click and order results for each message below

Omnichannel results

Track every message to revenue

  • Compare channels side by side: revenue, spend and ROAS for LINE, email and SMS on one page.
  • From open to order: opens, clicks, add-to-carts and orders for every message, tracked all the way to revenue.
  • Other channels too: web push and Google and Meta ad results are here as well.

AI Models

Predict customer behavior with AI models

  • RFM segmentation

    Segment customers by purchase recency, frequency and monetary value, spot opportunities as segments shift, and design campaigns that drive action.

  • Product recommendations

    Predict which products customers are likely to want soon, recognize them at every touchpoint in real time and recommend accordingly.

  • Customer lifetime value

    Predict each customer's lifetime value (LTV) to allocate and plan acquisition budgets precisely.

Since adopting the CDP platform, annual revenue has grown 31.1% and average order value 17.7%!

Assistant Vice President, apparel brand

Filtering audiences by tag has made our marketers far more efficient.

Business analyst, property insurer

Much of the work we used to do by hand now runs automatically through scenario settings.

Retail e-commerce company

More case studies

Customer Success

After rollout, we help you put it to work

A successful CDP takes more than connecting system data. It also needs a customer success manager working with you after launch.

  • In-depth data research

    Study the data in your CDP to find the basis for your next move.

  • Turn marketers into CSMs

    Help marketers become Consumer Success Managers who keep improving the customer journey.

  • Grow maturity step by step

    Raise the maturity of your CDP use step by step, based on how your company uses data today.

Leading companies use our CDP solution

  • LINE
  • Cathay United Bank
  • Cathay Life Insurance
  • 特力屋
  • HOLA 特力和樂
  • iROO
  • mamaway
  • Yahoo
  • PAZZO
  • 中保無限+
  • CTBC Bank
  • E.SUN Bank
  • E.SUN Securities

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