Causata Overview Presentation
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Overview of Causata's Customer Experience Management platform and applications, including case studies. For more info visit http://Causata.com
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Causata Overview Presentation
- 2. Causata v4 CXM Applications
- 3. ยฉ 2013 Causata Inc. All Rights Reserved.3 www.causata.com Causataโs Customer Experience Solution website click data email campaign data machine data CRM campaign data social campaign data mobile app data personalized real-time web experiences targeted email and messaging campaigns context-driven sales and service relationships relevant social and mobile ads Hbase NoSQL data store Web Personalization Mobile & Social Advertising Event Pathing Micro Customer Segmentation Next Best Offer Multi-Channel Personalized OffersBehavioral Predictive Analytics Marketing Attribution Customer Lifetime Value Email Content Targeting Identity Graph Predictive Profile Machine Learning Causata enables B2C companies to turn their most valuable customer data into more personalized and timely actions (offers, promotions and ads) to create richer customer experiences. 1st-Party Data
- 4. ยฉ 2013 Causata Inc. All Rights Reserved.4 www.causata.com โข Seeded with established industry- specific events and attributes โข Pre-defined analytic variables for common industry analysis โข Best-in-class predictive models and machine learning algorithms โข Campaign optimization Dashboards pre-built via SQL Interface Industry Specific Analytic Applications Financial Services Share of Wallet Balance Consolidation Digital Media & Technology Subscriptions Renewal Optimize Customer Lifetime Value Communications Reduce Churn Cross-Sell Hospitality / Entertainment Recommendations Personalized Content
- 5. ยฉ 2013 Causata Inc. All Rights Reserved.5 www.causata.com HBase Data Store โข Causata event storage powered by industry-standard HBase database โข Built-in high availability and sharding of tables โข Linear & modular scaling to dozens of TBs in response to system usage โข World-class monitoring via Cloudera โข Event load statistics for data quality purposes Cloudera Monitoring
- 6. ยฉ 2013 Causata Inc. All Rights Reserved.6 www.causata.com Flexible Identity Graph โข User-configurable Strategies to define how strictly profiles are assembled โข Flexible event storage allows you to try different Strategies for different personalization applications โข Interactive animated customer timelines highlight how profiles are assembled โข Discover common profile linkages and identifiers through Identity Statistics Identity Graph History
- 7. ยฉ 2013 Causata Inc. All Rights Reserved.7 www.causata.com Customer Analytics with Explore โข Simple Variable handling in Causata Analytics simplifies analyst workflow โข Group variables by labels or data types, and easily create customer micro-segments โข Use refined variable sets and segments consistently with Causata Decisions for decisioning offers โข Export predictive variables to your modeling tool of choice Variable Exploration
- 8. ยฉ 2013 Causata Inc. All Rights Reserved.8 www.causata.com Paths โข Causataโs new Customer Journey analytics application โข Visualize and break-down customer journeys across channels โข Drill down into common paths to find drop off points or cross-sell opportunities โข Establish key customer segments for personalized, multi-channel campaigns Customer Paths
- 9. ยฉ 2013 Causata Inc. All Rights Reserved.9 www.causata.com Machine Learning โข Reinforcement Learning techniques automatically optimize cross-channel offers to specific customer segments โข Online models continually learn decision after decision, offer after offer โข Configurable settings to optimize for long- term goals, such as lifetime value, or short- term goals, such as next best offer โข Itโs not a black box; gain visibility into the performance of your machine-learning decisions via Causata campaign statistics and attribution dashboardsMachine Learning Statistics
- 10. ยฉ 2013 Causata Inc. All Rights Reserved.10 www.causata.com Predictive Modeling โข Open-source R Package available to seamlessly access Causata data via R โข Build powerful R models from Causataโs predictive record sets to derive better predictions of customer intent โข Publish linear and logistic regression models from R to Causata to power Causata Decisions in <50 ms โข Model scores are available over APIs and SQL queries to make your organization smarter about customers Work across R & Causata
- 11. ยฉ 2013 Causata Inc. All Rights Reserved.11 www.causata.com Access your Causata Data through SQL โข Causata SQL Interface enables SQL queries into the Causata data store โข Access Causataโs powerful event, identity graph and focal point query features โข Leverage Causata event and customer data via 3rd party tools such as R โข Build business dashboards in QlikView, Tableau or other BI tools Access via ODBC tools
- 12. ยฉ 2013 Causata Inc. All Rights Reserved.12 www.causata.com Marketing System Integrations โข Decisions API & Profiles API integrate Causata decision results with common marketing systems, such as CMS, Email, Advertising and CRM โข Import/export customer segments, campaigns, offers, targeti ng criteria and more โข Pre-built integration with Adobe CQ, ExactTarget, SFDC and more marketing applications Adobe CQ Integration
- 13. ยฉ 2013 Causata Inc. All Rights Reserved.13 www.causata.com Causata Architecture Real-Time Decisions Batch LoadsReal-time Events (JSON) Data Capture Service Identity Association Service Campaign Management Time Series Event Store (HBase) Predictive ModelsCustomer Profiles Machine LearningScenario Records Web & Mobile Behavioral Data CRM & Call Center Data Databases & Data Warehouse Transactional Data ETL Tools SQL Queries Web Personal- ization Email Content Targeting Mobile & Social Advertising Marketing Attribution Event Pathing Micro- Segmentation Next Best Offer Modeling Tools R Package Integration PMML Multi-Channel Offer PersonalizationPredictive Analytics Applications
- 14. ยฉ 2013 Causata Inc. All Rights Reserved.14 www.causata.com Summary โข Open, horizontally-scalable, predictive analytics DMP with real-time decisioning โข Store granular data in time order to retain causal information and rapidly assemble structured predictive records โข Exploratory analysis and advanced scoring models through advanced model integration, machine learning and real-time APIs โข Automated, global optimization of marketing actions across web content, email, call center and social/mobile content to drive business goals โข Integrated into 3rd party systems as a web service to scale linearly based on data volumes โข Direct measurement of business returns through use of control groups for benchmarking
- 16. ยฉ 2013 Causata Inc. All Rights Reserved.16 www.causata.com Customer Case Study | Online Bank Pain Maximize ROI for each marketing dollar spent on online customer cross-sell and retention. Opportunity Next Best Product offers for millions of end consumers. Data Sources Known and anonymous web clicks, email clicks, bank transactions, mobile app, customer details and bill pay application. Predictive Analytics & Decisioning Predict next best product interests and offer response likelihood across investment products, loans and new services. Optimize log-in and log-off pages with offers. Results Improving online offer conversions and product applications from 60% to 120% versus control groups receiving random offers.
- 17. ยฉ 2013 Causata Inc. All Rights Reserved.17 www.causata.com Customer Case Study | Top 10 Auto Manufacturer with Digital Agency Partner Pain Better understand customer browsing behavior (pathing) and improve online performance through personalized content and offers. Accelerate web conversions to dealer test drives and car quotes. Opportunity 3 million consumer web interactions monthly via website. Predictive analytics and scoring for 1:1 website content targeting. Data Sources Web click behavior, car sales/leasing data, and demographic data. Predictive Analytics & Decisioning Predict most likely car of choice and offer response likelihood. Optimize content and offer placement. Results Dispelled myths about certified pre-owned car and income-level/demographic browsing behavior. Identified most successful paths and offers to convert visitors to test drives and car quotes.
- 18. ยฉ 2013 Causata Inc. All Rights Reserved.18 www.causata.com Case Study | Online Gaming Pain Better understand online (web, mobile) betting behavior and sports interests in order to optimize customer loyalty and profitability. Opportunity 50 million consumer web interactions monthly, and 150 million offsite interactions. Opportunity to understand customer and prospect interests early and optimize Acquisition, Conversion and Retention. Data Sources Web click behavior, email campaign clicks, data warehouses for customer data, ad impressions/clicks and online survey data. Predictive Analytics & Decisioning Predict next best interests and offer response likelihood. Optimize landing pages and online ads with most relevant sporting and offer content. Reactivate lapsed customers with targeted email campaigns and offers. Move from last-click attribution to equal weighting.
- 19. ยฉ 2013 Causata Inc. All Rights Reserved.19 www.causata.com Customer Case Study | Subscription Software Pain $100s millions annually in lost revenue from auto renewal refunds and retail channel churn. Opportunity Build predictive churn and up-lift models to run proactive campaigns across multiple digital and call center channels to increase auto renewal rates. Data Sources Known and anonymous web behavior, email campaign clicks, subscription information, customer service inquiries, product use machine data. Results Launching multiple in-market retention campaigns in 2013 expected to generate $10m+ in retention savings for both direct and indirect renewals.