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Client Data Management and Personalized Marketing Automation System

innowise.com

Information technology

Business services

Advertising & marketing

Current Challenges in Client Engagement

Inefficient client data collection processes and lack of automated systems for personalized marketing material distribution, leading to potential client engagement gaps and compliance risks with data processing regulations.

About the Client

International full-cycle software development company with 2000+ IT professionals serving global clients

Key Project Goals

Implement secure client data collection and management system
Automate personalized marketing material delivery based on client preferences
Ensure GDPR-compliant data processing workflows
Enhance client onboarding experience through digital transformation

Core System Requirements

Multi-channel contact form with dynamic consent management
Client segmentation and preference tracking dashboard
Automated email campaign engine with personalized content templates
Analytics dashboard for tracking engagement metrics
Secure client data storage with role-based access control

Technology Stack Preferences

React

Node.js

MongoDB

AWS

SendGrid API

System Integration Needs

CRM system integration
Email marketing platform
Analytics tools
Cloud storage services

Performance and Security Requirements

GDPR compliance
High-availability architecture
Data encryption at rest and in transit
Scalable cloud infrastructure
Multi-tenancy support

Expected Business Outcomes

Streamlined client acquisition process with 40% reduction in onboarding time, improved marketing ROI through personalized content delivery, enhanced data security posture, and increased client trust through transparent data management practices.