{"id":79588,"date":"2024-07-18T06:00:00","date_gmt":"2024-07-18T13:00:00","guid":{"rendered":"https:\/\/www.salesforce.com\/?p=79588"},"modified":"2024-07-29T12:53:43","modified_gmt":"2024-07-29T19:53:43","slug":"principal-financial-customer-news","status":"publish","type":"post","link":"https:\/\/www.salesforce.com\/news\/stories\/principal-financial-customer-news\/","title":{"rendered":"Global Financial Services Leader Principal Financial Group\u00ae Uses Salesforce Data Cloud to Help Deliver More Personalized Customer Experiences"},"content":{"rendered":"\n<p>Principal\u00ae \u2013 a global financial services company that helps individuals and businesses build a financially secure future \u2014 has expanded a 10-year relationship with Salesforce and adopted <a href=\"https:\/\/www.salesforce.com\/data\/?d=cta-body-promo-8\" target=\"_blank\" rel=\"noreferrer noopener\">Data Cloud<\/a> to unify customer data, powering more personalized, automated digital experiences for customers.\u00a0<\/p>\n\n\n\n<p>Data Cloud provides a 360-degree view of a company\u2019s customers to build stronger relationships across every line of business by unlocking actionable data. By unlocking customer data from any source, Data Cloud powers more insights and automation and enables trusted AI that keeps customer data secure while tapping into all business data and metadata to enhance overall customer experience. Data Cloud addresses the core challenge businesses face \u2014 unlocking data and making it actionable for CRM, AI, automation, and analytics across all touchpoints and channels.<\/p>\n\n\n\n<p>Now, with Data Cloud, <a href=\"https:\/\/www.principal.com\/\" target=\"_blank\" rel=\"noreferrer noopener\">Principal<\/a> has a more complete view of customer-related data, which is essential to driving automation, analytics, personalization, and trusted AI across every interaction at scale. As a result, teams can make data-driven decisions directly in their flow of work and provide a consistent experience across multiple channels, fostering sales growth with new and existing customers.<\/p>\n\n\n\n<aside class=\"contextual-driver has-text-align-left contextual-driver--curious-einstein\">\n\t<header class=\"tidbit-header\">\n\t\t<h2 class=\"tidbit-head\">\n\t\t\tSay Hello to Data Cloud.\t\t<\/h2>\n\t<\/header>\n\t<div class=\"tidbit-body\">\n\t\t<p>The only data platform native to the world&#8217;s #1 AI CRM.<\/p>\t<\/div>\n\t\t\t<p class=\"tidbit-link label\">\n\t\t\t<a class=\"label has-right-arrow has-right-arrow--small\" href=\"https:\/\/www.salesforce.com\/data\/?d=cta-body-promo-8\" target=\"_blank\">\n\t\t\t\t<span>LEARN MORE<\/span>\n\t\t\t\t<svg xmlns=\"http:\/\/www.w3.org\/2000\/svg\" viewBox=\"0 0 14 10\">\n\t<path d=\"M13.92 5.38a1 1 0 000-.76.9.9 0 00-.17-.26.25.25 0 000-.07l-4-4a1 1 0 00-1.46 1.42L10.59 4H1.07a1 1 0 000 2h9.52l-2.3 2.29a1 1 0 000 1.42 1 1 0 001.42 0l4-4a.25.25 0 000-.07.9.9 0 00.21-.26z\" \/>\n<\/svg>\n\t\t\t<\/a>\n\t\t<\/p>\n\t\t\t\t<img class=\"tidbit img-curious-einstein\"\n\t\tsrcset=\"\n\t\t\thttps:\/\/www.salesforce.com\/news\/wp-content\/themes\/newsroom\/assets\/images\/article-tidbit-curious-einstein-large@0.5x.png 84w,\n\t\t\thttps:\/\/www.salesforce.com\/news\/wp-content\/themes\/newsroom\/assets\/images\/article-tidbit-curious-einstein-large@1x.png 168w,\n\t\t\thttps:\/\/www.salesforce.com\/news\/wp-content\/themes\/newsroom\/assets\/images\/article-tidbit-curious-einstein-large@2x.png 336w\n\t\t\"\n\t\tsrc=\"https:\/\/www.salesforce.com\/news\/wp-content\/themes\/newsroom\/assets\/images\/article-tidbit-curious-einstein-large@1x.png\"\n\t\talt=\"Illustration of curious-einstein\"\n\t\tsizes=\"(min-width:1024px) 175px, 130px\"\n\t>\n\t<\/aside>\n\n\n\n\n<p><strong>The challenge: <\/strong>Assembling relevant customer data in one place is a significant hurdle for most businesses, with more than 80% of business leaders <a href=\"https:\/\/www.salesforce.com\/news\/stories\/connectivity-report-announcement-2024\/\" target=\"_blank\" rel=\"noreferrer noopener\">reporting<\/a> they struggle with data fragmentation and data silos. And, disconnected information undermines customer experience, as evidenced by the fact that <a href=\"https:\/\/www.salesforce.com\/resources\/articles\/customer-expectations\/?d=cta-body-promo-8\" target=\"_blank\" rel=\"noreferrer noopener\">74% of customers<\/a> anticipate improved experiences from the data they permit companies to gather about them.<\/p>\n\n\n\n<p><strong>The impact<\/strong>: By unifying Principal\u2019s customer data in <a href=\"https:\/\/www.salesforce.com\/sales\/?d=cta-body-promo-8\" target=\"_blank\" rel=\"noreferrer noopener\">Sales Cloud<\/a> with Data Cloud \u2014 including third-party repositories \u2014 Principal can:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>Deliver speedy and personalized customer engagement: <\/strong>With Data Cloud, Principal is creating efficiency and enhancing ROI by tapping into its comprehensive, unified profiles to deliver highly targeted communications at scale to millions of customers. These unified profiles are continuously updated, combining historical and recent data across Sales Cloud, web, and email to drive smarter content, more targeted offers, and compelling recommendations. In fact, with Data Cloud, Principal consolidated multiple source contact records into one unified record, with a consolidation rate at 34%.<\/li>\n\n\n\n<li><strong>Enable customer-centric experiences: <\/strong>With the first use case, Data Cloud offers Principal a financial professional unified profile incorporating all product lines \u2014 which were previously siloed datasets. Current and future use cases will enable opportunities to cross-sell and broaden customer relationships. With access to insights gleaned through Data Cloud, Principal can enable customer centric experiences for financial professionals, employers, and individuals.<\/li>\n\n\n\n<li><strong>Centralize data: <\/strong>With Salesforce\u2019s <a href=\"https:\/\/www.salesforce.com\/news\/press-releases\/2024\/04\/25\/zero-copy-partner-network\/\" target=\"_blank\" rel=\"noreferrer noopener\">zero copy<\/a> data integration, Principal can bring data from third-party data repositories into Data Cloud without having to move it. This offers Principal a more efficient, secure, and user-friendly way to connect data to business applications and also provides centralized access, control, and visibility into the data while addressing governance and security requirements.<\/li>\n<\/ul>\n\n\n\n<p><strong>Customer perspective: <\/strong>\u201cSalesforce has proven to be a powerful asset for Principal, enhancing our operational efficiency and refining the way we engage with our customers. Data Cloud is crucial to our customer-centric approach and is instrumental in empowering our teams to engage customers with personalization and efficiency.\u201d \u2013 Kathy Kay, EVP &amp; CIO, Principal<\/p>\n\n\n\n<aside class=\"more-from-block more-from-block--2 alignfull wp-block-newsroom-moreontopic\">\n\t<div class=\"more-from-block__content\">\n\t\t\t\t\t<h4 class=\"more-from-block__title\">Related<\/h4>\n\t\t\n\t\t<div class=\"more-from-block__cards more-from-block__cards--2\"\n\t\t\t\t>\n\t\t\t\n\n<article\t\t\titemscope=\"\"\n\t\titemtype=\"https:\/\/schema.org\/Article\"\n\t\tdata-card-id=\"92984\"\n\t\tclass=\"content-card content-card--large-inline is-entire-area-clickable content-card--is-boxed\"\n\t\t\tdata-clickable-area-link=\"https:\/\/www.salesforce.com\/news\/stories\/asymbl-engine-slackbot-use-cases\/\"\n\t>\n\t\t\t<div class=\"content-card__image-container\" itemprop=\"image\" itemscope itemtype=\"https:\/\/schema.org\/ImageObject\">\n\t\t\t<img width=\"1024\" height=\"576\" src=\"https:\/\/www.salesforce.com\/news\/wp-content\/uploads\/sites\/3\/2026\/04\/How-Engine-and-Asymbl-Are-Putting-Slackbot-to-Work.png?w=1024\" class=\"content-card__image\" alt=\"How Engine and Asymbl Use Slackbot\" sizes=\"auto, (max-width: 1024px) 100vw, 1024px\" loading=\"lazy\" decoding=\"async\" srcset=\"https:\/\/www.salesforce.com\/news\/wp-content\/uploads\/sites\/3\/2026\/04\/How-Engine-and-Asymbl-Are-Putting-Slackbot-to-Work.png 1200w, https:\/\/www.salesforce.com\/news\/wp-content\/uploads\/sites\/3\/2026\/04\/How-Engine-and-Asymbl-Are-Putting-Slackbot-to-Work.png?w=300&amp;h=169 300w, https:\/\/www.salesforce.com\/news\/wp-content\/uploads\/sites\/3\/2026\/04\/How-Engine-and-Asymbl-Are-Putting-Slackbot-to-Work.png?w=768&amp;h=432 768w, https:\/\/www.salesforce.com\/news\/wp-content\/uploads\/sites\/3\/2026\/04\/How-Engine-and-Asymbl-Are-Putting-Slackbot-to-Work.png?w=1024&amp;h=576 1024w, https:\/\/www.salesforce.com\/news\/wp-content\/uploads\/sites\/3\/2026\/04\/How-Engine-and-Asymbl-Are-Putting-Slackbot-to-Work.png?w=264&amp;h=149 264w, https:\/\/www.salesforce.com\/news\/wp-content\/uploads\/sites\/3\/2026\/04\/How-Engine-and-Asymbl-Are-Putting-Slackbot-to-Work.png?w=500&amp;h=281 500w, https:\/\/www.salesforce.com\/news\/wp-content\/uploads\/sites\/3\/2026\/04\/How-Engine-and-Asymbl-Are-Putting-Slackbot-to-Work.png?w=678&amp;h=381 678w, https:\/\/www.salesforce.com\/news\/wp-content\/uploads\/sites\/3\/2026\/04\/How-Engine-and-Asymbl-Are-Putting-Slackbot-to-Work.png?w=150&amp;h=84 150w, https:\/\/www.salesforce.com\/news\/wp-content\/uploads\/sites\/3\/2026\/04\/How-Engine-and-Asymbl-Are-Putting-Slackbot-to-Work.png?w=314&amp;h=177 314w, https:\/\/www.salesforce.com\/news\/wp-content\/uploads\/sites\/3\/2026\/04\/How-Engine-and-Asymbl-Are-Putting-Slackbot-to-Work.png?w=343&amp;h=193 343w\" \/>\t\t\t\t\t<\/div>\n\t\n\t<div class=\"content-card__content-container content-card__content-container--style-\">\n\t\t\n\t\t\n\t\t\t\t\t<h3 itemprop=\"headline\" class=\"content-card__title\">\n\t\t\t\t\t\t\t\t\t<a\n\t\t\t\t\t\thref=\"https:\/\/www.salesforce.com\/news\/stories\/asymbl-engine-slackbot-use-cases\/\"\n\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\ttarget=\"_blank\"\n\t\t\t\t\t\t\t\t\t\t\t\tclass=\"content-card__title-link\"\n\t\t\t\t\t>\n\t\t\t\t\t\t\t\tHow Engine and Asymbl Are Putting Slackbot to Work\t\t\t\t<\/a>\t\t\t<\/h3>\n\t\t\n\t\t\t\t\n\t\t\n\t\t\t\t\t<div itemprop=\"readTime\" class=\"content-card__read-time\">\n\t\t\t\t4 min read\t\t\t<\/div>\n\t\t\n\t\t\t<\/div>\n\n<\/article>\n\n\n\n<article\t\t\titemscope=\"\"\n\t\titemtype=\"https:\/\/schema.org\/Article\"\n\t\tdata-card-id=\"92815\"\n\t\tclass=\"content-card content-card--large-inline is-entire-area-clickable content-card--is-boxed\"\n\t\t\tdata-clickable-area-link=\"https:\/\/www.salesforce.com\/news\/press-releases\/2026\/03\/26\/us-dept-labor-agentforce-enhance-citizen-support\/\"\n\t>\n\t\t\t<div class=\"content-card__image-container\" itemprop=\"image\" itemscope itemtype=\"https:\/\/schema.org\/ImageObject\">\n\t\t\t<img width=\"1024\" height=\"576\" src=\"https:\/\/www.salesforce.com\/news\/wp-content\/uploads\/sites\/3\/2026\/03\/U.S.-Department-of-Labor-Taps-Agentforce-to-Enhance-Citizen-Support-1.png?w=1024\" class=\"content-card__image\" alt=\"Contact center worker in a headset providing personalized support with the help of Agentforce.\" sizes=\"auto, (max-width: 1024px) 100vw, 1024px\" loading=\"lazy\" decoding=\"async\" srcset=\"https:\/\/www.salesforce.com\/news\/wp-content\/uploads\/sites\/3\/2026\/03\/U.S.-Department-of-Labor-Taps-Agentforce-to-Enhance-Citizen-Support-1.png 1200w, https:\/\/www.salesforce.com\/news\/wp-content\/uploads\/sites\/3\/2026\/03\/U.S.-Department-of-Labor-Taps-Agentforce-to-Enhance-Citizen-Support-1.png?w=300&amp;h=169 300w, https:\/\/www.salesforce.com\/news\/wp-content\/uploads\/sites\/3\/2026\/03\/U.S.-Department-of-Labor-Taps-Agentforce-to-Enhance-Citizen-Support-1.png?w=768&amp;h=432 768w, https:\/\/www.salesforce.com\/news\/wp-content\/uploads\/sites\/3\/2026\/03\/U.S.-Department-of-Labor-Taps-Agentforce-to-Enhance-Citizen-Support-1.png?w=1024&amp;h=576 1024w, https:\/\/www.salesforce.com\/news\/wp-content\/uploads\/sites\/3\/2026\/03\/U.S.-Department-of-Labor-Taps-Agentforce-to-Enhance-Citizen-Support-1.png?w=264&amp;h=149 264w, https:\/\/www.salesforce.com\/news\/wp-content\/uploads\/sites\/3\/2026\/03\/U.S.-Department-of-Labor-Taps-Agentforce-to-Enhance-Citizen-Support-1.png?w=500&amp;h=281 500w, https:\/\/www.salesforce.com\/news\/wp-content\/uploads\/sites\/3\/2026\/03\/U.S.-Department-of-Labor-Taps-Agentforce-to-Enhance-Citizen-Support-1.png?w=678&amp;h=381 678w, https:\/\/www.salesforce.com\/news\/wp-content\/uploads\/sites\/3\/2026\/03\/U.S.-Department-of-Labor-Taps-Agentforce-to-Enhance-Citizen-Support-1.png?w=150&amp;h=84 150w, https:\/\/www.salesforce.com\/news\/wp-content\/uploads\/sites\/3\/2026\/03\/U.S.-Department-of-Labor-Taps-Agentforce-to-Enhance-Citizen-Support-1.png?w=314&amp;h=177 314w, https:\/\/www.salesforce.com\/news\/wp-content\/uploads\/sites\/3\/2026\/03\/U.S.-Department-of-Labor-Taps-Agentforce-to-Enhance-Citizen-Support-1.png?w=343&amp;h=193 343w\" \/>\t\t\t\t\t<\/div>\n\t\n\t<div class=\"content-card__content-container content-card__content-container--style-\">\n\t\t\n\t\t\n\t\t\t\t\t<h3 itemprop=\"headline\" class=\"content-card__title\">\n\t\t\t\t\t\t\t\t\t<a\n\t\t\t\t\t\thref=\"https:\/\/www.salesforce.com\/news\/press-releases\/2026\/03\/26\/us-dept-labor-agentforce-enhance-citizen-support\/\"\n\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\ttarget=\"_blank\"\n\t\t\t\t\t\t\t\t\t\t\t\tclass=\"content-card__title-link\"\n\t\t\t\t\t>\n\t\t\t\t\t\t\t\tU.S. Department of Labor Taps Agentforce to Enhance Citizen Support\t\t\t\t<\/a>\t\t\t<\/h3>\n\t\t\n\t\t\t\t\n\t\t\n\t\t\t\t\t<div itemprop=\"readTime\" class=\"content-card__read-time\">\n\t\t\t\t5 min read\t\t\t<\/div>\n\t\t\n\t\t\t<\/div>\n\n<\/article>\n\n\t\t<\/div>\n\t\t<noscript>\n<div class=\"pagination-fallback\">\n\n\t\t<a href=\"https:\/\/www.salesforce.com\/news\/wp-json\/wp\/v2\/posts\/79588\/page\/2\/?bc=OTH#section-title\">\n\t\t\tOlder Posts\t\t<\/a>\n\t\t<\/div>\n<\/noscript>\n\t<\/div>\n<\/aside>\n\n\n\n<p><strong>Salesforce perspective: <\/strong>\u201cBy consolidating its customer CRM, web, advertising, and email data into a single, harmonized, and unified view through Data Cloud, Principal is now uniquely positioned to deliver highly personalized and enriched customer experiences. Recognizing that data is the cornerstone of every customer interaction, Principal will leverage our zero copy sharing technology to easily access and take action on all of their customer data, no matter where it resides, fully leveraging it to drive business growth.\u201d \u2013 Rahul Auradkar, EVP and General Manager of Unified Data Services &amp; Einstein, Salesforce<\/p>\n\n\n\n<blockquote class=\"wp-block-quote is-layout-flow wp-block-quote-is-layout-flow\">\n<p>Recognizing that data is the cornerstone of every customer interaction, Principal will leverage our zero copy sharing technology to easily access and take action on all of their customer data, no matter where it resides, fully leveraging it to drive business growth.<\/p>\n<cite>Rahul Auradkar, EVP and General Manager of Unified Data Services &amp; Einstein, Salesforce<\/cite><\/blockquote>\n\n\n\n<h4 class=\"wp-block-heading\" id=\"h-go-deeper\"><strong>Go deeper:<\/strong><\/h4>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Learn more about <a href=\"https:\/\/www.salesforce.com\/products\/data\/?d=cta-body-promo-8\" target=\"_blank\" rel=\"noreferrer noopener\">Data Cloud<\/a> and see <a href=\"https:\/\/www.salesforce.com\/news\/stories\/data-cloud-tdx-news\/\" target=\"_blank\" rel=\"noreferrer noopener\">how organizations use Data Cloud to improve customer experiences<\/a><\/li>\n\n\n\n<li>Check out <a href=\"https:\/\/trailhead.salesforce.com\/users\/dataclouddocs\/trailmixes\/data-cloud-learning-path-a?_ga=2.224101148.640122991.1712337807-400524030.1708962321\" target=\"_blank\" rel=\"noreferrer noopener\">Trailhead<\/a> for interactive challenges and learning paths to gain practical experience with <a href=\"https:\/\/trailhead.salesforce.com\/users\/dataclouddocs\/trailmixes\/data-cloud-learning-path-a?_ga=2.69904279.640122991.1712337807-400524030.1708962321\" target=\"_blank\" rel=\"noreferrer noopener\">Data Cloud<\/a><\/li>\n\n\n\n<li>See more Salesforce <a href=\"https:\/\/www.salesforce.com\/customer-stories\/?d=cta-body-promo-8\" target=\"_blank\" rel=\"noreferrer noopener\">customer success stories<\/a><\/li>\n<\/ul>\n","protected":false},"excerpt":{"rendered":"<p>Principal\u00ae \u2013 a global financial services company that helps individuals and businesses build a financially secure future \u2014 has expanded a 10-year relationship with Salesforce and adopted Data Cloud to unify customer data, powering more personalized, automated digital experiences for customers.\u00a0 Data Cloud provides a 360-degree view of a company\u2019s customers to build stronger relationships [&hellip;]<\/p>\n","protected":false},"author":0,"featured_media":79595,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"sf_subhead":"","sf_i18n_disclaimer":false,"_jetpack_memberships_contains_paid_content":false,"alternateThumbnailId":0,"sf_product_cta_id":0,"footnotes":""},"categories":[1],"tags":[],"sf_content_type":[1735],"sf_theme":[1912],"sf_topic":[1744,1726],"sf_product":[2717],"sf_industry":[],"sf_role":[],"sf_multimedia_asset":[],"sf_location":[1798],"sf_collection":[18851],"sf_visibility":[],"coauthors":[],"class_list":["post-79588","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-uncategorized","sf_content_type-news-highlights","sf_theme-digital-transformation","sf_topic-customer-success","sf_topic-digital-transformation","sf_product-data-360","sf_location-global","sf_collection-cio-corner"],"yoast_head":"<!-- This site is optimized with the Yoast SEO Premium plugin v27.2 (Yoast SEO v27.2) - 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