Road to Holistic Personalization: Customer-Centric Approach and Personas

When:  Jan 30, 2023 from 18:00 to 20:00 (ET)
Associated with  New York Metro Chapter

Road to Holistic Personalization

Customer-Centric Approach and Personas

January Evening Meeting   (FREE!  $0)

At this meeting we will have Pizza!!!

Registration required!  No walk-ins  Limited capacity at this meeting space

Pace University requires Covid vaccination for admittance to its buildings.


Stephen H. Yu, President and Chief Consultant

Willow Data Strategy, LLC


Key Takeaways:

  • Future of 1-to-1 marketing and personalization
  • How to become more customer-centric without being overly invasive
  • 4 pillars of holistic personalization, and why most marketers fail
  • Where to begin the complex journey towards holistic personalization
  • Using “Personas” for intimate and yet innocuous approaches through all channels
  • Structuring Customer Data Platform (CDP) for personalization and backend analyses

Speaker Bio:

Stephen H. Yu is President & Chief Consultant at Willow Data Strategy. He is a world-class database marketer with a proven track record in comprehensive strategic planning and complete tactical execution, from data modeling to targeting and personalization based on advanced analytics.

With a balanced view obtained from over 30 years of experience in best practices of database marketing, Stephen effectively bridges the gap between the marketing and technology world.  His extensive consulting assignments have included major financial institutions, service providers, telecommunication and utility companies, publishers, multi-channel retailers and non-profit organizations, for both B-to-C and B-to-B applications.  He is an active speaker in conference circuits and a regular contributor of articles in industry publications.

Previously, he served as Practice Head, Advanced Analytics & Insights for eClerx and as VP, Data Strategy & Analytics at Data Axle. Before that, he was the founding CTO of I-Behavior Inc., a premiere co-op database company that pioneered behavioral targeting based on SKU-level transaction data.

Check in at the Security Desk at the building entrance to receive your guest pass.

Zannino Conference Room is on the right, past the Student Center, a few feet from the entrance.

If any problem, contact the host, Janice Winch, at 

or 908 280-1125.



Registration: or send email to:

with subject: INFORMS New York Chapter Meeting Reservation

Reservation deadline is Thursday, January 26, 2023

Reservations must be submitted to Pace University security

by 6am on Friday, January 27

No late reservations or walk-ins accepted.


Pace University
1 Pace Plaza (across from City Hall Park)
Room: W102 (Zannino Conference Room)
New York, NY 10038


Janice Winch
908 280-1125