CASE STUDIES
First Tech unifies data to increase customer loyalty and reduce operational risk.
With trusted, unified data at their fingertips, member-facing teams offer more personalized experiences to members, increasing loyalty and marketing effectiveness. And teams gain productivity.
“Most banking is now done via online and mobile channels, so we needed trusted data so we could confidently say, 'We know you, you can trust us, and we are here to help you on your financial journey.'"
Senior Vice President of Enterprise Data and Analytics
Siloed data hindered member service
and marketing.
Difficulty proactively serving members.
Without holistic member views, First Tech member service and marketing communications slowed.
Limited integration of operational systems.
A “Frankenstein of point-to-point integrations” created member duplicates and mismatched attributes.
Cumbersome data privacy and consent.
With no central consent management, marketing stitched together consent data each time before sending communications.
Ongoing fraud prevention and detection needs.
Without effective identity resolution, minimizing fraudulent accounts and loan applications would grow more difficult.
“The prebuilt capabilities of the Reltio Connected Data Platform started with the heart of the solution—matching and merging. As a financial institution, we must be very careful with our members’ data, and Reltio had excellent security capabilities. “
Senior Vice President of Enterprise Data and Analytics
Why First Tech chose our platform.
First Tech wanted a data unification and management system to make current, unified information available to operational and analytical systems whenever and wherever it was needed by employees.
Cloud-native, SaaS solution running on AWS.
First Tech trusted our security—and already used Snowflake, a cloud-based data warehouse powered by AWS.
Accurate information at their fingertips.
Customer-facing teams could personalize services to help members achieve their financial objectives.
Data privacy compliance and fraud prevention.
With 360° member views and centralized consent management, they could simplify compliance and minimize fraud.
First Tech's solution.
Operational and analytical MDM.
Two-way integration unifies core banking, investment, insurance, marketing, analytics, and more.
Networked member relationships.
Dwelling-based household and financial relationships views support marketing and cross-selling.
Search before create.
Employees look up and use data in Reltio to minimize duplicates, increasing accuracy and productivity.
Integrations.
Reltio is integrated with their CRM and loan origination systems—and AWS-based data warehouse.
62%
reduction in duplicated records
92%
verified addresses for 2.1M profiles
7.2 to 2.4M
consolidated profile records from 9 major systems
First Tech gained these
benefits with Reltio.
More accurate and current member data.
360° member views enable better, more personalized service and streamlined member communications.
Centralized consent for data privacy.
Simplified, streamlined privacy compliance and data governance reduces effort and builds member trust.
More effective sales and marketing.
Networked member relationships and holistic views increase sales opportunities via cross-selling.
Easier, more accurate identity resolution.
Minimize creation of potentially fraudulent accounts and loan applications—with less effort.
Seamless distribution of trusted data for analytics.
Interoperable data when and where you need it for enhanced reporting and decision support.
Discover more success stories.
Explore how other industry leaders are achieving success with Reltio.
Ready to
see it in action?
See how the Reltio Context Intelligence Platform can give you the speed and flexibility you need to accelerate the value of your data and maximize its impact every day.