Privacy-First Data Collaboration: Industry Deep Dive for Financial Services with Unified Audience Accelerator and AWS Clean Rooms

Navigating the New Era of Data Collaboration in Financial Services

Financial institutions are at a pivotal crossroads. The convergence of rising consumer privacy expectations, evolving regulatory mandates, and the deprecation of third-party cookies is fundamentally reshaping how banks, insurers, and capital markets firms approach data-driven marketing. In this environment, the ability to securely collaborate on customer data—without compromising privacy or compliance—has become a strategic imperative.

Publicis Sapient, in partnership with Amazon Web Services (AWS), is leading the way with innovative solutions like the Unified Audience Accelerator (PS360) and AWS Clean Rooms. These technologies empower financial services organizations to unlock richer audience insights, optimize marketing performance, and maintain the highest standards of data privacy and regulatory compliance.

The Challenge: Data Collaboration in a Privacy-First, Cookieless World

Financial services organizations face unique hurdles:

Stringent regulatory requirements (e.g., GDPR, CCPA, sector-specific mandates)
Sensitive customer data that demands robust protection
Fragmented data ecosystems across internal and external partners
The end of third-party cookies, making traditional audience targeting and measurement less effective

To remain competitive, financial marketers and data leaders must find new ways to collaborate on data—securely, compliantly, and with measurable business impact.

The Solution: Unified Audience Accelerator and AWS Clean Rooms

Unified Audience Accelerator (PS360)

Publicis Sapient’s Unified Audience Accelerator is purpose-built to address the privacy and compliance needs of financial institutions. It enables organizations to:

Leverage first-, second-, and third-party data from Salesforce Data Cloud and other sources
Collaborate with partners in AWS Clean Rooms without sharing underlying raw data
Enrich and unify customer profiles for deeper insights and more effective targeting
Maintain strict privacy controls and data governance throughout the process

AWS Clean Rooms

AWS Clean Rooms provide a secure, privacy-enhanced environment where multiple parties can analyze and match datasets without exposing sensitive information. This is especially critical for financial services, where data sharing must be tightly controlled and auditable.

Use Cases for Financial Services

1. Secure Cross-Bank Audience Insights

Banks can collaborate with trusted partners (e.g., payment networks, fintechs) to analyze overlapping customer segments, identify new opportunities, and personalize offers—without ever exchanging raw customer data.

2. Insurance Marketing Optimization

Insurers can combine their own policyholder data with anonymized third-party datasets to refine audience segmentation, improve campaign attribution, and drive higher conversion rates—all while upholding regulatory and privacy standards.

3. Capital Markets Campaign Measurement

Capital markets firms can securely collaborate with distribution partners to measure the effectiveness of investor outreach campaigns, gaining a holistic view of engagement and optimizing future strategies.

Key Benefits

Privacy-First Collaboration: Analyze and activate data across organizations without exposing sensitive information, ensuring compliance with financial regulations and privacy laws.
Unified Customer View: Combine disparate data sources to create a 360-degree view of customers, enabling more relevant and timely marketing.
Enhanced Marketing Effectiveness: Improve targeting, personalization, and attribution, leading to higher ROI on marketing spend.
Regulatory Confidence: Built-in governance, auditability, and data protection features support compliance with industry standards and regulations.
Scalable and Flexible: Seamlessly integrates with existing AWS and Salesforce environments, supporting both large-scale and targeted use cases.

Practical Steps to Get Started

Discovery Workshop: Engage with Publicis Sapient experts to align your business objectives, data strategy, and compliance requirements.
Data Assessment: Evaluate your current data landscape, identify key sources (e.g., Salesforce Data Cloud, internal CRM, partner data), and map out collaboration opportunities.
Solution Design: Architect a privacy-first data collaboration model leveraging Unified Audience Accelerator and AWS Clean Rooms, tailored to your regulatory and operational needs.
Implementation: Deploy the solution in a secure, governed environment, integrating with your existing AWS and Salesforce infrastructure.
Measurement and Optimization: Continuously monitor performance, refine audience segments, and optimize campaigns for maximum impact—all while maintaining rigorous privacy controls.

Why Publicis Sapient and AWS?

Publicis Sapient is recognized as an AWS Premier Tier Services Partner with deep expertise in financial services, data management, and cloud transformation. Our proven SPEED framework—Strategy, Product, Experience, Engineering, and Data & AI—ensures that every solution is aligned to your business goals and regulatory obligations. Together with AWS, we deliver:

Industry-leading cloud security and compliance
Advanced data analytics and AI capabilities
A track record of success with global financial institutions

Unlock the Power of Privacy-First Data Collaboration

In a world where data privacy and compliance are non-negotiable, financial services organizations need solutions that enable innovation without compromise. With Publicis Sapient’s Unified Audience Accelerator and AWS Clean Rooms, you can:

Collaborate securely with partners
Unlock richer audience insights
Drive measurable marketing outcomes
Stay ahead of regulatory change

Ready to transform your data collaboration strategy? Connect with Publicis Sapient to explore how privacy-first solutions can help your organization thrive in the new era of financial services marketing.