Customer Intelligence Template💡

Use this to engage with your customers more effectively 👥

👋 Hey, Linas here! Welcome to a special issue of my daily newsletter. Each day I focus on 3 stories that are making a difference in the financial technology space. Coupled with things worth watching & most important money movements, it’s the only newsletter you need for all things when Finance meets Tech. If you’re reading this for the first time, it’s a brilliant opportunity to join a community of 220k+ FinTech leaders:

In today's fast-paced and highly competitive business environment, understanding your customer is more than a necessity - it's the key to success. And FinTech companies like Wise perfectly illustrate that.

ICYMI: Wise quadruples profits as customer growth and higher rates boost income 🚀 [a look at their crazy numbers & how they are dominating + some extra reads & deeper dives into Wise and beyond]

That’s why today I’m excited to share a simple yet super useful Customer Intelligence Template I recently came across. It is designed specifically to illuminate the path to a deeper understanding of your customers and effectively structure your accounts to align with your business goals.

This template has a scorecard feature to visually represent, validate, and correct customer data, providing a clear and concise overview of your customer base.

All you need to do is just follow these steps to customize the template to your business:

• Identify your account structure

• Define and document your data model

• Import your customer list

• Define & configure your Customers' Journey Stages

• Assign your team to their portfolio

• Validate your data

So customize this template and easily elevate your customer intelligence, transform your strategies, and drive your business forward with confidence👇🏼