Identity Resolution

Why Your Business Needs an Identity Resolution Platform Now

November 26, 2024
10 Minutes

When you receive a data report, you’re often staring at faceless numbers, not knowing anything about the people behind them.

If your marketing feels off-target, or your support teams don’t know who they’re talking to, the problem might be fragmented data.

90% of web users switch between devices to complete a task, and scattered customer interactions across different platforms leave you with bits and pieces but no real picture of who your customers are.

Identity resolution platforms were built to fix this. They piece together all that scattered data into a single, clear view, helping you truly understand your customers.

By connecting fragmented data into a single, unified customer profile, these platforms ensure you know exactly who you’re talking to and what they need. No more guesswork, no more mismatched messaging—just precise, personalized interactions that build trust and drive results.

In this guide, we'll discuss everything you need to know about an identity resolution platform, including what it does, how it works, and how it can benefit your business.

What Is Identity Resolution Software?

Identity resolution software is a tool that connects the dots between fragmented data about individual customers across multiple platforms, devices, and touchpoints. It gives a comprehensive, single view of each customer you couldn’t piece together on your own.

Think of it this way—each time a customer interacts with your brand, whether through a website visit, a social media post, or an email response, they generate data. Customer data is like a loose thread; it can unravel fast and leave you with disconnected bits and pieces that fail to reveal the whole story.

That’s where identity resolution software steps in, gathering, matching, and merging data into one cohesive customer profile.

The software uses sophisticated matching techniques and algorithms to unify data accurately while addressing potential inconsistencies. Plus, thanks to this tech, duplicate info is automatically purged and replaced with deeper insights that actually mean something.

You get a clearer picture of your ideal customer, tailor-made marketing efforts become a breeze, and your audience feels seen and heard. 

The Identity Resolution Process

The identity resolution process transforms scattered customer data into a single, unified view of each individual. Here’s how it typically works:

1. Data Collection

This is the first and perhaps most crucial step of identity resolution. Capturing customer interactions means gathering info from every possible source, from social media to storefronts and everything in between.

Think websites, mobile apps, social media platforms, email campaigns, in-store transactions, CRM systems, and even multiple devices. First-party data—information directly collected from your customers through these interactions—forms the foundation of accurate and reliable identity resolution.

In every exchange with a customer, there's a hidden narrative: their passions, dislikes, and what sparks curiosity. Data collection is like solving a puzzle, with each piece of information being a crucial part of the bigger picture.

Gathering all the pieces uncovers a precise insider's view of your customers. Amass enough data points, and suddenly, you've got a multidimensional view of your customer; needs, wants, and behaviors all coming into focus.

2. Data Standardization

The next step is standardizing the collected data. Why? Because raw data often comes in all shapes and sizes.

One system may record a user as “John Doe” while another logs them as “Jonathon A. Doe.” Variations like this can cause major headaches when building a consistent customer profile.

Data standardization aims to remove the clutter, synchronize the information, and present it in a coherent, easy-to-understand format. This step zeroes in on sloppy data, weeds out duplicates, and leaves your information squeaky clean for matching.

Without standardization, you risk creating fragmented profiles that miss critical customer context.

3. Data Matching

With standardized data, it’s time for matching. Using advanced algorithms, it connects the dots between disparate data points. It recognizes that different pieces of data—like an email address, a device ID, or a phone number—all belong to the same person.

An identity graph is key here. Identity graphs map out how different identifiers, like emails or phone numbers, connect to get an accurate match and a clear view of each customer.

Data matching prevents you from treating a single customer like multiple different individuals, which gives you a single, consistent view. The process leverages deterministic matching (exact matches, like email IDs) and probabilistic matching (patterns and similarities) to maintain accuracy.

4. Profile Creation and Merging

It’s time to meet your customers in person.

Imagine a scenario where instead of scattered interactions and separate touchpoints, you now have one profile that contains everything you need to know about a customer—from their preferences and purchase history to their online behaviors.

Profile merging eliminates data silos and sees to it you have a full view of the customer journey. By grasping how each interaction contributes to the whole, you can craft laser-focused marketing campaigns, respond to customers with more empathy, and make informed business calls that drive results. 

5. Data Enrichment

A unified profile is good, but a rich profile is even better. Identity data enrichment takes existing profiles and adds more context by including external or predictive data. This might mean incorporating demographic information, interest-based insights, or predictive analytics that tell you what a customer will likely do next.

You can pull in extra insights from a data warehouse to enrich profiles, adding things like historical data or even third-party data across channels and devices to give you a complete picture of your customers.

Enrichment transforms customer data from static facts to dynamic insights to give you the tools to offer more relevant and meaningful experiences. It’s like knowing your customers inside and out—so you can engage them with precision.

6. Real-Time Updates

Aristotle once said we are the sum of our actions, and therefore, our consumer data is constantly evolving.

That second part might not be true, but still, your customers generate new data whenever they make new purchases, update their contact information, engage on different platforms, or change their preferences.

Real-time updates ensure that your customer profiles stay accurate and relevant. The moment a new piece of data is captured, the profile gets updated to keep your view of each customer current.

When you ditch outdated info, you can finally send messages that truly click with your crowd, avoiding awkward misfires and instead building real relationships.

7. Activation and Application

The last step is where all the hard work pays off: putting unified customer profiles to good use.

What if you could truly understand your customers? With detailed profiles, you'll gain the insight you need to build marketing campaigns that resonate, customer service that sets you apart, and business strategies that drive growth.

Activation and application mean transforming data from a passive asset into a strategic tool that drives engagement, loyalty, and revenue. Whether you’re tailoring promotions or responding to customer needs with lightning speed, having the right customer data makes all the difference.

How User Privacy and Identity Resolution Collide

Identity resolution gets personal, and rightly so, since user privacy is on the line.

What do customers want from the companies they do business with? Peace of mind. They want to know that their data is protected from prying eyes and malicious attacks and that companies are doing everything in their power to prevent breaches.

How does an identity resolution platform solve this problem?

First off, a solid platform makes privacy and security non-negotiable priorities. Safeguarding sensitive information begins with a secure foundation, where data is shielded by robust encryption, stripped of identifiable markers through anonymization, and stored in fortresses that only authorized eyes can access.

Compliance with privacy regulations such as GDPR, CCPA, or other relevant laws is also built into the software’s design. This guarantees that businesses using these platforms operate within legal boundaries and prioritize customer data protection.

Transparency in Ethical Identity Resolution

Transparency is another critical component. Ethical identity resolution means keeping customers informed about what data is being collected and used. You need to give them control over their own information.

For example, companies should offer opt-in and opt-out options, as well as clear privacy policies. Businesses foster trust and build lasting relationships by empowering users to manage their data preferences.

Additionally, anonymization helps reduce the risk of misuse by making sure that customer data is used without directly identifying individuals whenever possible. For instance, marketers can target customer segments without needing personally identifiable details like names or addresses.

Balancing privacy and personalized experiences might seem tricky, but it’s entirely possible with the right approach. By being transparent, compliant, and security-focused, identity resolution platforms help businesses respect user privacy while still benefiting from unified customer data. 

In the end, it’s all about trust—because without it, even the best data strategies can fall flat.

3 Identity Resolution Use Cases

Ever noticed how some companies always seem to get it right with their offers, ads, or support? It’s not magic—it’s the power of identity resolution.

When customer data is unified into one clear profile, businesses can deliver personalized experiences that truly connect. Here are three standout examples of how it works:

1. Personalized Marketing Campaigns

Have you ever received an offer that felt like it was speaking directly to you? That’s the magic of personalized marketing, made possible through identity resolution.

By gathering data from multiple channels and unifying it into one customer profile, businesses can create offers, emails, and ads tailored to each individual's needs and preferences.

Let’s say a customer frequently browses outdoor gear on your website and engages with hiking-related content on social media. Identity resolution will provide them with relevant recommendations and promotions for hiking products.

73% of consumers expect companies to understand their needs. This personal touch doesn’t just increase engagement; it builds trust and loyalty since customers feel understood and valued.

2. Omnichannel Customer Support

Nobody likes having to explain their issue over and over again whenever they contact customer support. It’s not just frustrating—it can also make customers feel like just another number.

Identity resolution changes the game by giving support teams a 360-degree view of every customer’s past interactions. Whether a customer reaches out via chat, social media, or a phone call, agents instantly see their purchase history, previous issues, and even preferred communication channels.

This context allows for faster, more personalized responses that make customers feel heard and respected, which ultimately leads to better experiences and long-term loyalty.

In fact, companies with multichannel customer engagement strategies have a customer retention rate of 89%.

3. Improved Ad Targeting

We’ve all seen ads that make us wonder, “Why am I even being shown this?”

With identity resolution, businesses can stop the guesswork and deliver laser-focused ads to the right people at the right time. By combining data from across different channels and devices, companies can understand exactly who their customers are and what they want.

For instance, if a customer frequently visits your site to browse shoes but hasn’t made a purchase, targeted ads can showcase relevant promotions, complementary items, or limited-time offers designed to nudge them toward conversion.

Precise targeting like this doesn’t just reduce wasted ad spend—it drives higher click-through rates and meaningful engagement, which helps turn window shoppers into loyal buyers.

Signs You Need Identity Resolution Software

Wondering if it's time to invest in identity resolution software? Here are some clear signs that your business could benefit:

Data Scattered Everywhere

Is your customer data hiding in too many places—CRMs, social media platforms, email marketing systems, and other digital and offline channels? It’s tough to connect the dots when everything’s all over the place.

Identity resolution software pulls it all together so you can see the big picture clearly. No more guessing who’s who!

Inconsistent Customer Experiences

One minute, your email offers say one thing, and your website says another? Or maybe your support team has no clue what your marketing team just promised? That kind of mixed messaging frustrates customers.

Identity resolution creates a unified view of each customer so everyone’s on the same page and your marketing efforts don't go to waste.

Generic Marketing Campaigns

If your campaigns feel like you’re throwing darts in the dark, it’s probably because you don’t have enough insights about your customers. 

People crave personalization, and identity resolution software makes it happen. Know what they want, tailor your messages, and watch engagement skyrocket.

Ad Spend Going Down the Drain

Pouring money into ads but seeing little to no return? You’re likely targeting the wrong folks. Identity resolution helps pinpoint exactly who you should be talking to, so your ads are laser-focused and way more effective.

Data Privacy Headaches

Worried about staying compliant with data privacy laws like GDPR or CCPA? Identity resolution software has your back. It makes sure your data practices are up to snuff to protect both your customers’ trust and your business.

Clunky Customer Support

Ever had to repeat yourself multiple times when calling customer support? Annoying, right?

An identity management solution gives your support team a full view of each customer’s journey so they know who they’re dealing with and what’s happened before. That means quicker, more personalized help and happier customers.

What Is Capturify?

Capturify is an innovative identity resolution platform designed to transform anonymous website visitors into identifiable leads. It uses identity resolution and a database of over 280M consumers to identify and target high-intent leads at the exact moment their interest peaks in your business. 

capturify

It captures over 40 data points per visitor, such as names, emails, and demographic information, allowing businesses to convert unknown traffic into qualified prospects. 

Capturify helps companies engage potential customers at their peak interest with real-time data integration and maximize conversion opportunities.

Faced with challenges like cookie depreciation and platform restrictions, Capturify steps in with precise customer insights. This capability improves ad targeting through advanced Conversion API event tracking, which, in turn, optimizes ad efficiency and ROI.

To make life easier for marketers, Capturify seamlessly integrates with existing CRM and marketing tools, simplifying data management and enhancing workflows. 

Plus, it takes data security seriously, adhering to global compliance standards, such as GDPR and CCPA, to protect user privacy and build trust.

Engage Red-Hot Leads at the Most Opportune Time With Capturify

Capturify

If you’re tired of dealing with scattered customer data, inconsistent messaging, or marketing that just doesn’t hit the mark, identity resolution software might be exactly what you need.

It brings fragmented data together, giving you a clear, unified view of each customer. When you’re able to connect the dots—whether across platforms, devices, or touchpoints—you unlock the potential for tailored interactions that truly resonate. 

No more wasting ad dollars on broad targeting or leaving customers frustrated with disjointed experiences.

Businesses today face challenges like cookie depreciation, rising data privacy concerns, and the ever-growing demand for personalized experiences. Identity resolution isn’t just a "nice-to-have"; it’s a must-have tool for building trust, driving engagement, and making every interaction count.

Ready to make your data work smarter?

Capturify can help you turn anonymous visitors into qualified leads, create personalized outreach at the perfect moment, and supercharge your engagement strategy. Don’t settle for guesswork—connect, convert, and grow with confidence. Give Capturify a try and get 500 leads for free!

FAQs About Identity Resolution Platform

What is identity resolution software?

Identity resolution software connects fragmented data across various channels and platforms to create a unified view of each customer. It helps businesses understand customer behavior, target effectively, and provide personalized experiences.

Is it only for large companies?

Not at all! While large companies benefit from unifying vast amounts of data, small and medium-sized businesses can also gain by improving targeting, customer engagement, and support consistency.

How does it differ from a customer data platform?

A customer data platform (CDP) collects and organizes data from multiple sources into a centralized database. Identity resolution software focuses on connecting and merging data points to create accurate customer profiles, often working alongside a CDP for even more powerful data management.

Does it comply with privacy laws?

Yes, reputable identity resolution platforms prioritize data security and comply with privacy regulations like GDPR and CCPA. They include features such as data anonymization, consent management, and secure storage.

How does it maximize marketing ROI?

By accurately identifying and unifying customer data, identity resolution allows for precise targeting and personalized campaigns. This leads to higher engagement, better conversions, and a more effective marketing spend.