The consumer’s voice has never been more accessible, and technological advancements, particularly in Artificial Intelligence (AI), are accelerating data analysis. Despite these capabilities, many organizations remain hampered by fragmented, reactive approaches to consumer insights. This fragmentation creates significant gaps between understanding consumer needs and executing decisive business actions.
Zappi’s “Connected Insights Imperative 2025” report, based on a survey of over 200 insights and marketing professionals, illuminates this challenge and outlines a path forward. The report introduces “Level 4: The AI-Accelerated” stage, where consumer insights transcend traditional roles to become an embedded, strategic component of organizational DNA, driving accelerated decision-making and securing competitive advantage.
From Fragmentation to Connection: The Current State of Enterprise Insights
Many enterprises currently struggle with disconnected data landscapes and reactive insight generation, directly impacting their ability to leverage consumer understanding effectively.
Zappi’s 2025 report reveals that a significant majority, 62% of organizations, categorize their consumer insights as either fragmented (50%) or completely disconnected (12%). This indicates a widespread challenge in centralizing and strategically managing consumer data. The primary barrier to effective insight utilization has shifted dramatically, with data fragmentation (41%) now surpassing budget constraints as the leading impediment . This evolution suggests that while investment in insights is increasing, organizations are grappling with the inherent complexity of integrating diverse data sources.
The operational impact of this fragmentation is tangible. Only one-third (33%) of companies manage their consumer insights projects systematically; the majority rely on separate programs (41%) or ad hoc approaches (26%). This project-based, rather than continuous, approach often means insights are applied late in the decision cycle or only when problems arise, limiting their strategic value. For instance, disconnected companies are notably more likely to not use consumer insights at all compared to their connected counterparts (18% versus 0% for connected organizations when evaluating performance post-launch).
This fragmented state creates a “satisfaction paradox.” While 60% of professionals express overall satisfaction with their company’s consumer insights function, this masks significant disparities across organizational maturity levels. Companies with truly connected insights report satisfaction levels 24 points higher for the overall insights function and 32 points higher for the relationship between marketing and insights teams, compared to fragmented organizations. This measurable difference underscores the direct correlation between insights connectivity, operational systematization, and internal collaboration with stakeholder satisfaction. When insights professionals are viewed as collaborative strategic partners, satisfaction levels further improve, reaching 68% for both the insights function and the marketing-insights relationship.
What this means: The current state shows a clear divide. Organizations that achieve connected insights experience higher satisfaction and integrate consumer understanding earlier and more effectively. The shift in the primary barrier from budget to data fragmentation signals a maturation in thinking, highlighting that technology investments alone are insufficient without a cohesive integration strategy.
Accelerating Decision-Making: Embracing AI for Level 4 Connected Insights
Level 4 of the Connected Insights Framework represents a pivotal shift from merely connecting data to actively accelerating decision-making through pervasive AI integration. In this stage, consumer insights are embedded throughout an organization’s operating model, not merely bolted on.
Level 4 organizations move beyond simply having connected insights; they leverage these connections to achieve accelerated decision-making, transforming consumer understanding into organizational DNA . This advanced stage is characterized by AI-driven capabilities that augment human judgment, ensuring that insights flow continuously and contextually to decision points. The report highlights a significant investment trend: 44% of companies hired for new AI or data integration roles in the past year, reflecting a clear organizational commitment to this technological evolution. Insights professionals are leading this charge, with 83% believing that AI is highly important for consumer insights, compared to 71% of marketers.
Practical AI applications are already demonstrating value across enterprises. For example, generative AI (GenAI) is used to summarize open-ended survey responses rapidly, identifying emotional tone, sentiment, and recurring themes. This capability helps a retail brand quickly synthesize feedback from thousands of customer reviews on a new product line, identifying critical areas for improvement within hours rather than weeks. Furthermore, AI is being deployed to simulate customer personas and behavior based on aggregated data, enabling B2B SaaS companies to develop more human-centered campaigns and product features. These applications free insights teams from manual data processing, allowing them to focus on strategic interpretation and action planning.
The characteristics of Level 4 organizations span multiple dimensions:
- People: Insights professionals function as “Architects”. Their work is integrated and embedded across functions, with strong relationships extending to the executive team. The insights function becomes an integral part of the organizational operating system, informing strategy and product development.
- Process: Insights processes run continuously rather than project-by-project. Requests are handled via aligned partners and technologies that harmonize data from various sources (e.g., CRM, marketing automation platforms, call center logs). This continuous flow ensures insights directly influence organizational outputs.
- Technology: Technology is seamlessly integrated into business processes, not merely used frequently. AI and automation manage routine analysis, freeing human talent for strategic interpretation and action planning. This could involve an automated system that monitors brand sentiment on social media, flagging significant shifts and cross-referencing them with internal sales data to predict market impact.
- Data: Data flows continuously and contextually, forming “data ecosystems” that automatically surface relevant insights at critical decision points. Instead of fragmented data warehouses, a unified customer data platform (CDP) provides a single source of truth, enabling proactive interventions.
- Consumer: Consumers are deeply embedded in the ongoing conversation, with real-time feedback loops and continuous listening replacing periodic research projects. For a financial services institution, this means real-time analysis of customer interactions across banking apps, branch visits, and contact centers, identifying friction points before they escalate into widespread complaints.
What to do / What to avoid:
- What to do:
- Elevate Insights: Integrate insights leaders into strategic planning sessions and product roadmap discussions to move beyond tactical support.
- Invest in Integration Infrastructure: Prioritize the development of robust data integration platforms, such as enterprise CDPs, that centralize consumer data. Implement governance policies for data readiness, privacy, and consent management (e.g., GDPR, CCPA).
- Build Continuous Feedback Loops: Implement real-time monitoring of consumer sentiment from diverse sources (e.g., social listening platforms, call center analytics, in-app feedback). Configure automated alerts for predefined thresholds (e.g., 10% drop in CES, 15% increase in churn predictions for a specific segment) to trigger immediate, cross-functional response teams.
- Develop Organizational Capability: Invest in training programs for non-insights professionals across marketing, product, and CX, focusing on data literacy, AI interpretation, and actionability of insights.
- Quantify Integration ROI: Calculate the financial benefits of connected insights. For example, demonstrate how integrated insights reduce time-to-market for new products by 20%, or improve campaign conversion rates by 5% due to better targeting, thereby preventing missed market opportunities.
- What to avoid:
- Treating AI as a Standalone Tool: Do not implement AI solutions in isolation; they must be integrated into existing workflows and data ecosystems.
- Optimizing for a Single Metric: Avoid focusing solely on efficiency metrics (e.g., insight delivery speed) at the expense of strategic outcomes (e.g., improved customer lifetime value, reduced churn).
- Perpetuating Data Silos: Actively dismantle fragmented data systems. Recognize that a centralized data strategy is foundational for Level 4.
- Downgrading Insights Roles: Resist the temptation to reduce the seniority or strategic influence of insights professionals. Their architectural understanding of consumer data is crucial.
Leading the Charge: CEO, CMO, and Insights in a Level 4 Operating Model
Achieving Level 4 transformation is not a bottom-up initiative; it requires concerted, top-down leadership and unprecedented collaboration across the executive suite. The CEO, CMO, and Insights function form a critical triad responsible for driving this consumer-first evolution.
The CEO is the indispensable champion for Level 4 transformation. Only the CEO possesses the organizational authority to dismantle the entrenched silos that fragment data and impede integration across functions like finance, operations, technology, and marketing. Without this top-level mandate, even significant investments in AI and data integration—such as the 44% of companies hiring for new roles in these areas—risk becoming expensive automation projects that fail to capture strategic market opportunities. The CEO’s agenda for Level 4 leadership involves:
- Setting the Vision: Articulating consumer-centricity as a competitive survival imperative, not merely a customer-friendly initiative. This involves defining how AI-accelerated insights will drive market leadership and enable rapid responses to competitive shifts.
- Modeling the Behavior: Visibly using consumer insights in all strategic decisions, from board meetings to strategic planning. When the CEO references consumer data as the basis for a critical decision, it sets a powerful precedent for the entire organization.
- Allocating Resources: Committing budgets that treat consumer insights as core infrastructure investment, rather than an operational expense. This includes funding for robust data platforms, AI tools, and specialized talent.
- Removing Barriers: Actively overcoming departmental resistance and protecting legacy systems by mandating integration and cross-functional data sharing.
Within this CEO-driven framework, the CMO plays a critical role in translating consumer understanding into market strategy and customer experience leadership. CMOs must elevate the insights team from tactical support to strategic partnership, advocating for their representation in strategy discussions and board presentations . They must share comprehensive strategic context—including competitive intelligence and market expansion plans—to enable insights teams to deliver relevant, proactive intelligence. By modeling effective integration and collaboration with insights, CMOs set the standard for organization-wide behavior. For instance, a CMO in a large telecom might regularly invite insights leaders to present findings on changing customer churn drivers during executive strategy sessions, directly informing adjustments to service bundles and retention campaigns.
Insights professionals must embrace their role as business architects, moving beyond advisory functions to become proactive drivers of intelligence . They must lead the integration effort, owning the challenge of data fragmentation and proposing solutions that build bridges between systems and teams. Critically, insights leaders must learn to “speak CEO language,” translating complex research findings into clear financial and operational outcomes. Instead of reporting “customer satisfaction scores increased by 12%,” an insights leader would state, “customer satisfaction improvements correlate with 3% revenue growth based on historical analysis, projecting an additional $X million in annual recurring revenue for the financial services division” . By anticipating strategic questions and proactively surfacing insights, such as emerging consumer trends towards sustainability, they can brief the CEO before competitors launch similar initiatives.
Operating Model and Roles for Level 4: A Level 4 operating model institutionalizes shared accountability and continuous insight flow.
- Roles:
- Chief Insights Officer/Head of Consumer Intelligence: Reports directly to the CEO/CMO. Responsible for the overall insights strategy, data governance, and AI integration roadmap. Acts as the primary architect of consumer understanding.
- Cross-functional Insight Squads: Dedicated teams comprising insights professionals, data scientists, product managers, and marketing strategists. These squads work on specific business problems (e.g., new product development, customer churn reduction) using an agile methodology, leveraging connected insights and AI tools for rapid iteration.
- Data Engineers/AI Specialists: Embedded within the insights function or a central data organization, responsible for building and maintaining the technical infrastructure for continuous data flow, AI model deployment, and ensuring data quality.
- Guardrails and Governance:
- Data Privacy and Consent Policies: Strict adherence to regulatory frameworks (e.g., GDPR, CCPA) and internal ethical guidelines for all consumer data collection, storage, and usage. (Audit log requirements, regular compliance checks).
- Data Quality SLAs: Establish Service Level Agreements (SLAs) for data freshness, accuracy, and completeness across all integrated platforms (e.g., 99.5% data accuracy for customer profiles in the CDP, data latency not exceeding 30 minutes for real-time dashboards).
- AI Explainability Frameworks: Implement mechanisms to understand how AI models generate insights, ensuring transparency and trust in automated analysis, especially for high-impact decisions (e.g., credit scoring in financial services, personalized healthcare recommendations).
- Thresholds and Escalation Paths:
- Automated Anomaly Detection: Configure AI-powered systems to detect statistically significant deviations in key consumer metrics (e.g., 10% unexpected drop in online conversion rates, 2-point decrease in NPS for a product).
- Escalation Protocol: Define clear escalation paths for critical insights. For example, if an AI model identifies a significant negative sentiment trend on social media regarding a new product feature, it triggers an alert to the relevant product manager, marketing lead, and CX head. If not addressed within a 24-hour SLA, it escalates to the CMO and Chief Insights Officer.
- Feedback Loop Integration: Establish formal processes for feeding insights from customer service interactions, sales calls, and product usage data back into product development and marketing strategy, with quarterly reviews tracking implemented changes and their impact on metrics like FCR (First Contact Resolution), CES (Customer Effort Score), and conversion rates.
What ‘good’ looks like: In a Level 4 enterprise, a B2B SaaS company detects a sudden increase in churn probability among small business clients through its predictive AI models (threshold alert). The system immediately surfaces AI-summarized qualitative feedback from recent support tickets and product usage data, indicating a recurring bug in a key feature. This insight is automatically routed to the engineering and product teams via their Jira integration, leading to a hotfix deployment within 72 hours. Simultaneously, the marketing team receives an AI-generated personalized message template to proactively address affected customers, reducing anticipated churn by 15% (measured outcome) and improving CSAT for the segment.
Summary
The “Connected Insights Imperative 2025” report confirms that organizations are at a critical inflection point. While investments in AI and data integration are growing, true competitive advantage will accrue to those that transition beyond fragmented or merely connected insights to an AI-accelerated Level 4. This transformation is not about adopting more technology; it is about embedding the consumer’s voice—powered by integrated data and AI—into the very operating system of the enterprise.
To succeed, senior marketing and CX leaders must advocate for insights as strategic infrastructure, collaborate intensely across functions, and demand a unified, continuous flow of consumer intelligence. The question is no longer whether to pursue connected insights, but how swiftly your organization can move from fragmented to connected, and then to truly accelerated. The companies that embed the consumer voice into their daily operations and decision-making will be the ones that thrive in the AI-driven market of tomorrow.
Source: Zappi. (2025). The Connected Insights Imperative 2025 Edition: Unlocking Level 4.










