Continuing our Loyalty Unstuck series with Capillary, Red Clover Advisors and Gray Space matters
One of loyalty’s raison d’etre is data collection, and loyalty marketers are tasked with using that data for the mutual benefit of customers and brands.
In 2025, the environment surrounding the collection, management and protection of customer data has changed. Personalization is one of the highest priorities on the marketer’s list, yet the desire to deliver relevant offers and communications must be balanced with sensitive customers and attentive regulators.
This discussion brings together experts in data security and protection, loyalty strategy and loyalty program technology and operations. Throughout the discussion, the panelists address a series of questions which will help you understand the future of data management.
- What’s happening at this intersection of loyalty, privacy and personalization?
- Do you think that brands with loyalty “programs” are faring better than those without them?
- Where are organizations struggling.
- How much attention is being paid to data privacy, at least relative to what companies should do?
- What is Privacy By Design?
- Is security priority #1 as it’s so foundational and privacy #2 – more of a business issue?
- Is the growth of data privacy regulation and the critical nature of data security helping the cause for loyalty or do you think loyalty is more of a factor of data management – including privacy?
- How is technology making this whole area better for customers, and where this is showing benefits to brands and their organizations?
- Where is privacy going, especially given the increasingly anti-regulatory environment is in the US under this administration, as opposed to the rest of the world.
It’s an important time to be having this discussion and we are grateful to be able to assemble this group for the webinar chat:
- Our moderator, Phil Rubin, founder/CEO of Grey Space Matters (GSM), is recognized worldwide as a loyalty leader and trusted advisor for leading global brands.
- Jodi Daniels is the CEO and Founder of Red Clover Advisors, a privacy consultancy that helps companies simplify their data privacy practices, stay compliant, and build trust with customers.
- Bill Swift serves as Chief Technical Architect at Capillary, and previously served as CEO of Brierley through April 2023.
- Piyush Kumar serves as Chief Technology Officer at Capillary, where he leads the company’s technology strategy, product development, and engineering excellence initiatives.
Time Stamps for the Time Starved
0:46 – Loyalty as a Fiat Currency
1:58 – Panelist Introductions
3:47 – Current state of Data Privacy
11:54 – Managing Billions of Data Records
14:22 – How to Create Homogeneity in Data Management Practices
18:48 – Organizational Structures to Manage Data Effectively
21:37 – Are we Moving to more Customer Centric Models?
25:08 – The Role of Strategy in Data Management
28:25 – Adopting an Integrated Approach to Data Management
30:36 – Future of Privacy Laws
32:40 – Partner Ecosystems
35:22 – The Role of Artificial Intelligence
36:47 – Wrap Up
42:28 – A Call to Action