Field notes & frameworks

Articles for people building connected experiences.

Original thinking at the intersection of measurement, customer intelligence, data architecture, and responsible AI.

All writingBanking AnalyticsAdobe & AnalyticsAI & Customer Intelligence
01
Adobe & AnalyticsServer-Side10 min read

Server-Side Is the Quiet Default Now. Most Stacks Aren't Ready.

Why turning on CAPI is only the beginning—and why server-side collection requires rethinking identity, consent, deduplication, and the system of record.

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02
Adobe & AnalyticsGovernance7 min read

The RACI Is the Real Architecture Diagram

Data flow explains how a platform can work. Ownership determines whether it will.

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03
Adobe & AnalyticsIdentity Strategy7 min read

Identity Is the Project. The Platform Is Just Where It Lives.

Why identity—not the platform—determines whether profiles, audiences, journeys, personalization, and measurement can be trusted.

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04
AI & Customer IntelligenceAdobe8 min read

From AI Search to an Active Bank Customer Connecting the Journey with Adobe

What Adobe Brand Visibility, Semrush, AEP, and CJA can reveal—from AI discovery to account servicing.

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05
Adobe & AnalyticsOnboarding9 min read

The Onboarding Cliff Connecting the First 90 Days with AEP and CJA

How banks can connect early customer signals, identify stalled onboarding, and measure whether an intervention helps.

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06
Adobe & AnalyticsCDP Architecture18 min read

Choosing a CDP? Start With Your Data and Architecture

Composable, packaged, or hybrid: a practical comparison of GrowthLoop, Hightouch, Adobe, and Salesforce—and the foundations that make any of them work.

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07
AI & Customer IntelligencePrompt LibraryReference

Prompt Library LLM Brand Visibility

A practical library of 1,271 prompts for measuring how AI assistants represent, recommend, and cite banking products and services.

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08
Adobe & AnalyticsAJO16 min read

External Audience Intelligence with AJO Orchestrating Pega, Email, Adobe Target, Meta, and Google

How AJO coordinates journey progression while specialist platforms execute and CJA measures the complete experience.

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09
Adobe & AnalyticsRTCDP14 min read

From External Audience Intelligence to Measurable Action An Adobe Architecture Without AJO

How external audiences move through RTCDP, Pega, Zeta, Adobe Target, paid media, and CJA in a closed measurement loop.

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10
AEO, GEO & SEOBanking8 min read

Your Competitor Gets the Citation. What Does Their Banking Page Have That Yours Doesn’t?

A practical banking citation audit for comparing product-page clarity, evidence, accessibility, and answer accuracy.

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11
Adobe & AnalyticsAEP12 min read

My AEP Architecture Map From Customer Data to Personalized Experiences

A practical walkthrough of AEP: planning, ingestion, XDM, identities, profiles, audiences, and activation.

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12
AEO, GEO & SEOReviews6 min read

Third-Party Reviews Are Now an SEO Channel. Act Like It.

Why review platforms now shape which brands AI systems discover and recommend.

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13
Adobe & AnalyticsCJA8 min read

Report Suites Are Gone Rewiring Your Brain to CJA

The mental models Adobe Analytics practitioners need to unlearn when moving to CJA.

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14
AI & Customer IntelligenceGEO7 min read

How AI Assistants Decide Which Brand to Recommend

Three forces determine which brands become part of the answer—and which remain invisible.

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15
AI & Customer IntelligenceMCP9 min read

Anatomy of an MCP Tool Definition What Actually Makes an AI Agent Useful with CJA

What actually makes an AI agent useful with Customer Journey Analytics.

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16
Banking AnalyticsCJA8 min read

The 5 Customer Journeys Every Bank Should Be Measuring (And How to Do It in CJA)

Five journeys every bank should measure—and how to do it in Customer Journey Analytics.

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17
AI & Customer IntelligenceConsent7 min read

Consent Is the New Bottleneck in AI-Driven Personalization

Why consent architecture—not data—is becoming the constraint on personalization at scale.

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