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ScotiaBank Benefits from Compliance, Insights, and Self-Service
Summary ScotiaBank has benefited in several ways: Getting Started is Just a Call Away

Tags: Scotiabank, strategic consultants
January 17, 2024
Strategic Consultants Benefited Scotiabank
Summary One of the key reasons we decided to work with an external partner in building this tool is their expertise and knowledge of best practices. While we have technology expertise within our organization, we lack specific experience in managing preferences. We worked hard to… Continue Reading

Tags: Scotiabank, strategic consultants
SiriusXM: Stakeholder Alignment Ensures Success
Summary Some of the challenges we faced involved getting alignment with various business units. I recommend bringing together departments like legal and marketing, which often have different opinions, to get them on the same page. This way, you can understand the regulatory requirements and the… Continue Reading
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Tags: Consent, consent and preference management platform, consent platform, preference center, preference management
November 29, 2023
SiriusXM: Purpose-built Platform Is Flexible & Scalable
Summary We chose a purpose-built preference management solution to handle the complexity of our business rules and support our customers effectively. As our rules have evolved, this solution has allowed us to add complexity and adapt to organizational changes in managing preferences. It was crucial… Continue Reading

Tags: Consent, consent and preference management platform, consent platform, preference center, preference management
SiriusXM: Access To Experts Was Critical
Summary Having access to preference consultants during our implementation was critical for us. It gave us peace of mind because we brought in people who had experience with preference tools and could provide the right guidance. We trusted these experts to identify potential roadblocks, prevent… Continue Reading
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Tags: Consent, consent and preference management platform, consent platform, preference center, preference management
MyPreferences: Consent & Preference Management Platform
Summary Modern marketers struggle to build trust and deliver expected customer experiences, especially with the removal of third-party cookies. To meet rising expectations, businesses must collect explicit first-party data, ensure transparency, and give customers control over their data, as required by privacy regulations. This demands… Continue Reading

Tags: Consent, consent and preference management platform, consent platform, preference center, preference management
August 17, 2022
How to Organize a Preference Center
Summary Eric Holtzclaw, Chief Strategist for PossibleNOW, explains that when companies consider preference management, they often start with the preference center. This center serves as a centralized location where customers can manage their communications and interactions with the company. He suggests dividing communications within the… Continue Reading

Tags: notifications, preference center, preference management, promotions
October 10, 2017
Best Practices for Opt-Down Pages
Summary Eric Holtzclaw, Chief Strategist for PossibleNOW, discusses best practices for preference collection. He advises that when building an opt-down page, you should limit the number of choices to three: opt out of all communications, opt out of just the current communication, and an offer… Continue Reading

Tags: customer, opt-down, opt-out, preference center, preference collection
How GDPR Impacts Marketing
Summary Marketers collect customer data for initiatives like sending promotions or campaigns. However, the General Data Protection Regulation (GDPR) impacts how this data can be used. Under GDPR, marketers need to consider the basis on which they are marketing, such as whether they are relying… Continue Reading

Tags: campaign, Consent, data, GDPR, marketing, Privacy, promotion
November 13, 2017
Achieving Customer Experience Excellence at Seven Critical Life Cycle Points
A recent study by Retail Info Systems asked execs, ‘Who does personalisation best?’.* The highest-ranking answer? ‘No one’! By using customer insights and authentic self-defined preferences, however, it is possible to achieve a fivefold increase in response and engagement rates, as demonstrated in the case… Continue Reading

Tags: 10x Genomics, B2B, B2C, chat agent, cohort segmentation, customer acquisition, customer experience, customer journey, customer life cycle, customer preference data, customer relationship, Customer Service, digital customers, explicit data, Fortune 100 financial institution, Generation Z, high value engagement, human data segments, IBM, microsoft, Millennial, neiman marcus, onboarding, opt-in customer preference data, opt-outs, p2p data, person-to-person (p2p) marketing, personalization, privacy concerns, QVC, response rates, Retail Info Systems, return on investment, ROI, target audience, traditional persona, voice of customer research
January 25, 2019
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