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Digital Innovation and Transformation

Customer Data Platforms and Personalisation

Customer data is scattered across websites, apps, CRM, call centres and stores, which makes consistent personalisation difficult. This course explains how customer data platforms unify customer profiles, how consent and privacy are managed, and how marketing and service teams use segments, journeys and real-time personalisation to improve engagement and revenue.

5 days Classroom or live online English
Smart Horizon Certified - Global Leadership Consultants
Take the course details with you.

Download the full standard outline: why attend, methodology, objectives, audience, competencies, the daily outline and current plans.

Download course PDF
Why attend

From knowledge to real-world impact.

Personalisation done well increases conversion and loyalty; done badly it wastes budget or breaches trust. You will learn how to plan a customer data strategy that delivers value responsibly.

Workplace challenges

Professional Problems This Course Is Designed to Solve

The programme explores practical approaches to the following challenges. Results depend on how the learning is applied in your organisation.

  • Difficulty translating subject knowledge into practical workplace decisions.
  • Inconsistent approaches to the activities covered in the course outline.
  • Lack of a structured plan for applying and reviewing new skills.
Course methodology

How you will learn.

Platform demonstrations, data mapping exercises, segmentation workshops and case studies from retail, banking and telecoms.

Course objectives

What you'll take away.

By the end of this course, participants will be able to:

  • Explain the role of customer data platforms
  • Map customer data sources and identity resolution
  • Design segments and personalised journeys
  • Manage consent and privacy requirements
  • Measure personalisation impact
  • Plan selection and implementation of a CDP
Target audience

Who should attend.

This course is suitable for:

  • Marketing and CRM managers
  • Digital and e-commerce leaders
  • Customer experience professionals
  • Data and analytics teams
  • IT managers supporting marketing
Target competencies

Capabilities you will build.

Participants will develop competencies in:

  • Customer data strategy
  • Segmentation
  • Journey orchestration
  • Privacy compliance
  • Performance measurement
Course outline

Your learning journey.

A focused, practical outline with time to explore, apply and reflect.

Day 1The Customer Data Challenge

  1. 09:00–10:08Fragmented customer data
  2. 10:08–11:00CDP versus CRM and data warehouse
  3. 11:00–11:30Coffee break
  4. 11:30–11:45CDP versus CRM and data warehouse (continued)
  5. 11:45–12:53Use cases and value
  6. 12:53–14:00Exercise: data source mapping

Day 2Building Unified Profiles

  1. 09:00–10:08Identity resolution
  2. 10:08–11:00Data quality and enrichment
  3. 11:00–11:30Coffee break
  4. 11:30–11:45Data quality and enrichment (continued)
  5. 11:45–12:53Real-time and batch data
  6. 12:53–14:00Demonstration: profile building

Day 3Segmentation and Journeys

  1. 09:00–10:08Behavioural and value segments
  2. 10:08–11:00Triggered journeys
  3. 11:00–11:30Coffee break
  4. 11:30–11:45Triggered journeys (continued)
  5. 11:45–12:53Channel orchestration
  6. 12:53–14:00Workshop: personalisation plan

Day 4Privacy and Consent

  1. 09:00–10:08Consent management
  2. 10:08–11:00Data minimisation
  3. 11:00–11:30Coffee break
  4. 11:30–11:45Data minimisation (continued)
  5. 11:45–12:53Regulatory requirements
  6. 12:53–14:00Case study: privacy-first personalisation

Day 5Measuring and Implementing

  1. 09:00–10:08Testing and attribution
  2. 10:08–11:00Platform selection
  3. 11:00–11:30Coffee break
  4. 11:30–11:45Platform selection (continued)
  5. 11:45–12:53Implementation roadmap
  6. 12:53–14:00Action plan

The timings provided are estimates and may vary depending on the number of participants and the discussions taking place during the sessions. They are indicative only and do not constitute a binding commitment.

Dates & venues

Find a session that works for you.

Confirmed dates accept registration requests. Tentative dates are enquiry only.

London 23 Nov - 27 Nov 2026
Confirmed dates
€2,450.-Register
Online Live virtual classroom 23 Nov - 27 Nov 2026
Confirmed dates
€1,250.-Register
Kuala Lumpur 14 Dec - 18 Dec 2026
Confirmed dates
€1,450.-Register
Online Live virtual classroom 14 Dec - 18 Dec 2026
Confirmed dates
€1,250.-Register
Rome 18 Jan - 22 Jan 2027
Confirmed dates
€2,450.-Register
Online Live virtual classroom 18 Jan - 22 Jan 2027
Confirmed dates
€1,250.-Register
Istanbul 1 Feb - 5 Feb 2027
Confirmed dates
€2,650.-Register
Online Live virtual classroom 1 Feb - 5 Feb 2027
Confirmed dates
€1,250.-Register
Cape Town 22 Feb - 26 Feb 2027
Confirmed dates
€1,890.-Register
Online Live virtual classroom 22 Feb - 26 Feb 2027
Confirmed dates
€1,250.-Register
Vienna 15 Mar - 19 Mar 2027
Confirmed dates
€2,940.-Register
Online Live virtual classroom 15 Mar - 19 Mar 2027
Confirmed dates
€1,250.-Register
Frankfurt 5 Apr - 9 Apr 2027
Confirmed dates
€2,650.-Register
Online Live virtual classroom 5 Apr - 9 Apr 2027
Confirmed dates
€1,250.-Register
Paris 26 Apr - 30 Apr 2027
Confirmed dates
€2,860.-Register
Online Live virtual classroom 26 Apr - 30 Apr 2027
Confirmed dates
€1,250.-Register
Dubai 10 May - 14 May 2027
Confirmed dates
€3,150.-Register
Online Live virtual classroom 10 May - 14 May 2027
Confirmed dates
€1,250.-Register
Barcelona 31 May - 4 Jun 2027
Confirmed dates
€2,840.-Register
Online Live virtual classroom 31 May - 4 Jun 2027
Confirmed dates
€1,250.-Register
Cape Town 21 Jun - 25 Jun 2027
Confirmed dates
€1,890.-Register
Online Live virtual classroom 21 Jun - 25 Jun 2027
Confirmed dates
€1,250.-Register
Rome 12 Jul - 16 Jul 2027
Confirmed dates
€2,450.-Register
Online Live virtual classroom 12 Jul - 16 Jul 2027
Confirmed dates
€1,250.-Register
Barcelona 2 Aug - 6 Aug 2027
Confirmed dates
€2,840.-Register
Online Live virtual classroom 2 Aug - 6 Aug 2027
Confirmed dates
€1,250.-Register
Dubai 16 Aug - 20 Aug 2027
Confirmed dates
€3,150.-Register
Online Live virtual classroom 16 Aug - 20 Aug 2027
Confirmed dates
€1,250.-Register
Cape Town 6 Sept - 10 Sept 2027
Confirmed dates
€1,890.-Register
Online Live virtual classroom 6 Sept - 10 Sept 2027
Confirmed dates
€1,250.-Register
London 27 Sept - 1 Oct 2027
Confirmed dates
€2,450.-Register
Online Live virtual classroom 27 Sept - 1 Oct 2027
Confirmed dates
€1,250.-Register
Dubai 18 Oct - 22 Oct 2027
Confirmed dates
€3,150.-Register
Online Live virtual classroom 18 Oct - 22 Oct 2027
Confirmed dates
€1,250.-Register
Rome 8 Nov - 12 Nov 2027
Confirmed dates
€2,450.-Register
Online Live virtual classroom 8 Nov - 12 Nov 2027
Confirmed dates
€1,250.-Register
Amsterdam 22 Nov - 26 Nov 2027
Confirmed dates
€2,540.-Register
Online Live virtual classroom 22 Nov - 26 Nov 2027
Confirmed dates
€1,250.-Register
Vienna 13 Dec - 17 Dec 2027
Confirmed dates
€2,940.-Register
Online Live virtual classroom 13 Dec - 17 Dec 2027
Confirmed dates
€1,250.-Register

Good to know

A few things to know.

How is the course delivered?

Our classroom programmes combine facilitated discussion, case studies, exercises and reflection. The precise format will be confirmed before enrolment.

Can you deliver this programme for our team?

Yes, you can enquire about a tailored programme. Share your goals, group size and preferred dates with our learning team.

Will I receive a certificate?

Participants who complete the programme receive a Smart Horizon certificate of attendance. Smart Horizon programmes are not externally accredited and do not award a professional qualification, licence or designation. Where a course title or outline refers to a professional certification (for example, AACE International's Certified Cost Professional), the programme supports learning and preparation only; the credential itself is awarded solely by the relevant professional body under its own application and examination requirements.

What should I confirm before booking travel?

Please confirm the session, exact venue, accessibility arrangements, fees and any visa requirements with the team before arranging travel. Tentative dates are not confirmed sessions.

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