A leading financial services provider wanted to improve the way it managed marketing campaigns for millions of customers. The client struggled with extracting reliable quarterly spend data, transaction amounts, and reward points—information that was crucial for running effective personalized campaigns. On top of that, compliance approvals and performance analysis slowed down the development of A/B tested email campaigns.
Compounding these hurdles, inconsistent data quality, aging reports, and a backlog of business-as-usual (BAU) requests further slowed operations. Regulatory requirements under FACTA credit laws introduced another layer of complexity, where errors or disputes risked customer trust and compliance breaches. The client needed a solution that could streamline campaign execution, strengthen data quality, and ensure regulatory alignment.
To address these challenges, Ascendion partnered with the client to design and implement a future-ready solution that automated data quality checks and simplified reporting.
Automating Data Accuracy:
Our team integrated auto-executing data quality checks using Fractal to ensure reliable information across the customer population. This significantly reduced errors and disputes while building confidence in campaign targeting.
Building Campaign Intelligence:
We created UpMarket’s first foundational test for the CLIP program, helping establish a strong framework for consistent campaign execution. By introducing a common set of campaign tables, the client could efficiently select populations and precisely target customers for marketing initiatives.
Simplified Data Management & Reporting:
To ensure campaigns were fueled by accurate data, Ascendion extracted and curated customer information using S3 and Snowflake. Automated reports, delivered in PowerPoint format via email, matched the right customer populations with the appropriate marketing templates—freeing business owners from manual reporting tasks.
Tech Stack:
The solution leveraged Fractal for automated checks, Snowflake and S3 for data curation, and reporting automation that seamlessly connected campaign execution with business analysis.
At BMS, we wanted our consultants to focus on the possible, freeing up time lost to reading endless CV’s that could instead be used to really engage with people who are looking for that first step in their sales career. The solution we adopted found the right balance between machine efficiency and human empathy.
– Graham Halewood,
Chief Operations Officer
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