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Grow more
customer-centric. Fast.

Power next-gen CX and AI with trusted, real-time data. Prebuilt for financial services, our data unification and management cloud will unify, manage, and mobilize your data within 90 days.

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Trusted by leading banks and fortune 500 companies.

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What our customers have achieved.

>$1M

estimated upfront MDM platform TCO savings

10X

sales rep productivity boost

60%

higher first call resolution for greater CX

10X

increase in data steward productivity

Designed for financial services companies.
Fast time to value.

Our out-of-the-box Reltio for Financial Services velocity pack includes a prebuilt data model for clients, financial accounts, households, and financial professionals. And configurations to activate banking and asset management initiatives.

Learn more Designed for financial services companies. <br> Fast time to value.

Trusted, interoperable, and high-quality data.

We collect, unify, and cleanse core data in real time—including transactions and interactions. And enrich it with external data for an enterprise 360 view. ML-driven capabilities continuously monitor data quality and identify critical issues.

Learn more Trusted, interoperable, and high-quality data.

Real-time integration. Easier than you might think.

Quickly integrate with modern and legacy systems—and analytics solutions—in hours or days using prebuilt connectors in a low-code/no-code environment. Or use API-led integration options to share data across the enterprise and with fintech partners.

Learn more Real-time integration. Easier than you might think.

Relationship view with automated householding.

Visualize and manage relationships among people, households, accounts, advisors, and locations using graph technology. Manage hierarchies for organizations to increase cross-sell and upsell. And drive targeted campaigns during life events.

Learn more Relationship view with automated householding.
Designed for financial services companies. <br> Fast time to value.
Trusted, interoperable, and high-quality data.
Real-time integration. Easier than you might think.
Relationship view with automated householding.

Power your AI and analytics
with trusted data.

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Customer and fraud analytics.

Mitigate fraud or attrition risk by fueling AI/ML with timely, high-quality data.

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Sales analytics.

Enhance relationship management and sales performance using actionable insights from clean, timely data.

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Operational analytics.

Use high-quality data for insights to improve operational performance and mitigate risk.

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"By implementing the cloud-native Reltio Connected Data Platform, we are looking to drive delightful customer experiences, resulting in customer growth, operational efficiency and reduced risk.”

GOTHAM PASUPULETI, Vice President of Customer Data Delivery, Fulton Bank, N.A.

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Ready to see it in action?

Get a personalized demo tailored to your
specific interests.

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