Customer Data Platform - 360° Customer Intelligence
Know Your Customer. Truly.
Your customer data is fragmented across dozens of systems, creating a broken experience. Our Customer Data Platform unifies every touchpoint—from policies and claims to emails and payments—into a single, real-time 'Golden Record' for every customer.
Processing 5+ million customer records daily
Golden Record
Does Your Data Work For You, or Against You?
Insurance companies lose millions in revenue and efficiency due to fragmented customer data and disconnected systems.
Broken Customer Experiences
Your call center asks for information your agent already has. Your marketing team sends renewal reminders for a policy the customer just cancelled. Every interaction feels disconnected.
Missed Growth Opportunities
You have no real way to identify your most valuable customers, predict who is likely to churn, or spot the perfect cross-sell opportunity because the data is trapped in different systems.
Inefficient, Reactive Operations
Your teams waste countless hours manually piecing together customer information from multiple screens just to answer a simple question or process a basic request.
Without a unified customer view, you're flying blind in a data-driven world.
The 360-Degree Intelligence Hub for Your Business
Our Customer Data Platform for insurance delivers real-time customer analytics and creates a single source of truth for every policyholder.
john.doe@email.com
ID: #E2341
Phone
+1 555-0123
ID: #P8923
John Doe
Golden Record #GR-2341
Match Score
99.9%
Data Sources
12 Connected
Real-Time Identity Resolution
Create a Single 'Golden Record' for Every Customer
Our advanced algorithms automatically ingest, clean, and deduplicate customer data from every source system in real-time. We stitch together every policy, claim, interaction, and transaction to build a single, persistent, and trustworthy profile.
- Automatic data deduplication
- Real-time synchronization
- 99.9% match accuracy
Derived Analytical Attributes
Go from Raw Data to Predictive Insights, Automatically
The CDP isn't just a database; it's an intelligence engine. It automatically calculates and updates key metrics like Customer Lifetime Value (CLTV), churn propensity scores, and 'size of unused wallet,' turning your data into a predictive asset.
- AI-powered predictions
- Behavioral scoring
- Real-time metrics
Sarah Johnson
Customer #C-4829
AI Processing
Derived Insights
Lifetime Value
$24,500
Churn Risk
Low
Next Best Action
Upsell Home Ins.
Engagement
Premium
2,341
Active
8,672
At Risk
1,129
Segment Builder
Age: 25-45
CLV > $10,000
Last 30 days active
Result: 4,285 customers
Dynamic Customer Segmentation
Segment Your Audience with Surgical Precision
Empower your marketing and retention teams with a powerful, user-friendly interface. Create dynamic customer segments based on any combination of demographic, transactional, and behavioral data for hyper-personalized campaigns.
- Drag-and-drop segmentation
- Real-time segment updates
- Unlimited attributes
Real-Time Profile API
Activate Your Customer Intelligence Everywhere
Make the 'Golden Record' available in real-time to every other system. Power personalized messages in the CCM, inform risk assessment in the Underwriting Portal, or feed data to your external marketing automation platforms.
- Sub-50ms response time
- GraphQL & REST APIs
- 99.99% uptime SLA
api.beakwise.com
GET /api/v1/customer/360/c4829
Authorization: Bearer token...
200 OK
42ms response
{
"id": "c4829",
"name": "Sarah Johnson",
"segment": "Premium",
"cltv": 24500,
"policies": [3],
"last_interaction": "2024-01-15"
}
The Single Source of Truth for the Entire Beaksurance Suite
Experience true data unification. The CDP doesn't just store data—it actively synchronizes and enriches customer profiles across your entire insurance technology stack in real-time.
CDP
Intelligence Hub
Data Sources → CDP
Core System → CDP
Policy and claim data from your Core System continuously flows into the CDP, building comprehensive customer histories.
CJTM → CDP
Every workflow event from the CJTM is logged, building a complete interaction history for each customer journey.
CDP → Intelligent Systems
CDP → CCM
The CDP feeds real-time segments and personalization data to the CCM to power hyper-targeted communications.
CDP → Underwriting Portal
Underwriters get a complete 360-degree customer risk profile from the CDP directly in their workspace.
Native integration means zero data silos and perfect synchronization across all systems.
A Unified View Across All Your Portfolios
Our CDP for financial services extends beyond traditional insurance, supporting comprehensive customer data management across all financial products.
Insurance & Takaful
Identify households with multiple policies (e.g., auto and home) to offer bundle discounts. Flag P&C customers who are perfect candidates for a Life or Health policy. Understand the total risk exposure and lifetime value of a single member across all lines of business.
Asset Management & Factoring
Consolidate a high-net-worth client's investment portfolio, banking relationships, and credit history into a single view. Proactively identify clients whose risk tolerance is misaligned with their holdings or who are prime candidates for a new investment vehicle.
One platform, infinite possibilities for customer intelligence.
Use Cases
Cross-sell, upsell, retention, and personalization strategies
Performance
Process 1M+ events/sec with sub-50ms API response
Security
End-to-end encryption, GDPR/CCPA compliant
Integration
Pre-built connectors for 50+ systems
Explore Our Full Product Ecosystem
Discover how our integrated solutions work together to transform your operations.
All Products
Browse our complete catalog of solutions and platforms.
The Beaksurance® Suite
Our flagship intelligent insurance ecosystem.
The Core Engine (INSIS)
The foundation of modern insurance operations.
Advanced Data & AI Platforms
Enterprise extensions for analytics and governance.
Digital Experience Channels
White-label portals and mobile apps for customers and partners.
Ready to Transform Your Operations?
Join 50+ enterprises that trust Beakwise to modernize their insurance and financial services infrastructure.