Case Study: Upstart Contextualizing Data to Drive Personalized Support


In this on demand webinar, hear Rahul Bhat of Upstart, Somya Kapoor of TheLoops, and John Ragsdale of TSIA discuss the strategy of using contextualized data to personalize the support experience.

Personalization and empathy can add to the customer lifetime value. If you can contextualize your data at every touchpoint to personalize the support experience, you can deliver an engagement that drives growth. This data, however, lives dispersed across tools and organizations that include CRM, ticketing, operational alerts, product requests, customer health scores, pending renewals, and more.

Hear the story of Upstart, a leading artificial intelligence lending platform for banks. Upstart is a product-led company that was able to personalize their customer experience by providing contextual data to their agents in-real time. This not only contributed to the product-led growth strategy of the company but also achieved incredible efficiencies.

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Presented By:

John Ragsdale

Distinguished Researcher, Vice President of Technology Ecosystems, TSIA

Somya Kapoor

CEO and Co-founder of TheLoops

Rahul Bhat

Head of Engineering, Upstart