MGIC Investment Corp.

Unified customer data using Sitecore CDP and Personalize to connect platforms and enable real-time, role-based experiences across marketing and transactional journeys.
 
About the client

MGIC, founded in 1957 and based in Milwaukee, is a leading provider of private mortgage insurance in the United States. The company helps homebuyers secure mortgages with lower down payments and protects lenders against defaults.
 

Challenge

MGIC operated across multiple digital and transactional platforms, including mgic.com and tools like MiQ, AMP, Loan Center, and MLink. Customer data was spread across systems, including CRM and marketing platforms, making it hard to create a consistent view of users. This limited the ability to deliver relevant, timely experiences across channels. Teams also faced challenges activating data quickly without heavy developer support.
 

Solution

XCentium implemented Sitecore Customer Data Platform (CDP) and Sitecore Personalize to unify data and enable real-time engagement. The solution connected mgic.com, transactional systems, and supporting systems into a single data layer.
 
Behavioral data, Salesforce data, and Marketo data were consolidated into one customer profile. This created a shared intelligence layer that supports segmentation and targeting across systems.
 
With Sitecore Personalize, teams can now deliver role-based experiences across both marketing and transactional touchpoints. The setup also allows marketers and content teams to launch and manage personalization with minimal reliance on developers.

 

Outcomes

MGIC now delivers consistent, role-based experiences across its digital ecosystem using real-time behavioral insights. Teams have a unified customer view that improves segmentation and supports more informed decisions.
 

The new foundation supports ongoing growth in cross-platform personalization and customer experience.

  • Delivered consistent, role-based experiences across platforms  
  • Enabled unified customer profiles for better segmentation  
  • Reduced reliance on developers for personalization execution  

 

Technology
  • Sitecore Customer Data Platform
  • Sitecore Personalize
  • Salesforce
  • Marketo