CASE STUDIES
How Fulton Bank boosted loyalty and sales.
Using unified data for comprehensive customer 360 views.
“We wanted a cloud-native platform to align with our data modernization journey and a solution that offered more than just matching and merging. Reltio is a next-generation MDM platform and truly an operational hub.”
Sajid Malik
SVP, Director of Enterprise Data Governance
Fulton Bank’s challenges.
Fulton Bank—as with many other financial institutions—faced challenges to unify and manage customer data spread across multiple systems due to mergers, acquisitions, and legacy infrastructure. The complexity of maintaining this data created operational inefficiencies, inconsistent customer views, and data quality issues.
Specific difficulties included:
- Data silos: Fulton Bank’s customer data, scattered across numerous legacy platforms, resulted in inconsistent customer profiles—making it tough for different departments to access a single source of truth.
- Inconsistent views: Different lines of business often worked with inconsistent versions of customer data.
- Data quality issues hampered their ability to gain valuable insights for cross-sell and upsell opportunities.
These challenges not only affected operational efficiencies but also limited Fulton’s ability to provide the seamless, personalized experiences that modern customers expect. Business teams needed to understand customer relationships and accounts across multiple touchpoints—but the lack of accurate, real-time data made this difficult.
Why Fulton Bank chose Reltio.
Fulton Bank—as with many other financial institutions—faced challenges to unify and manage customer data spread across multiple systems due to mergers, acquisitions, and legacy infrastructure.
A unique customer ID with real-time entity resolution.
Fulton Bank’s customer data, scattered across numerous legacy platforms, resulted in inconsistent customer profiles.
Insight into data quality.
Data quality issues hampered their ability to gain valuable insights for cross-sell and upsell opportunities.
A 360-degree customer view.
Different lines of business often worked with inconsistent versions of customer data.
Our solution for Fulton Bank.
Build a cloud-native infrastructure.
As Fulton Bank moved to the cloud, they required a modern platform that could scale alongside their growth and handle real-time data processing. Reltio’s cloud-native architecture fit seamlessly into their modernization plans.
Deliver advanced data quality insights.
Reltio provided a unified platform for ingesting data from over 15 different sources, and it gave Fulton visibility into data quality issues that had previously been hidden. This enabled faster remediation of errors and improved overall data quality.
Construct a 360-degree customer view.
By consolidating fragmented customer data into unified profiles with unique customer IDs, Fulton Bank was able to better understand customer relationships, household data, and key account details across channels.
Drive support for advanced analytics.
Fulton Bank integrated Reltio with Databricks to create analytical attributes that enriched their customer profiles. This allowed the bank to better segment customers and provide data-driven insights to improve marketing effectiveness.
Fulton Bank’s next steps.
Fulton Bank’s partnership with Reltio has been instrumental in driving its data modernization journey. They have made significant strides in the customer domain, and now the bank plans to expand its MDM capabilities to other domains, such as branch and product data. This will further streamline operations and ensure that clean, unified data is propagated across the entire organization.
Additionally, as Fulton continues to onboard more data sources and integrate advanced analytics, Reltio will play a key role in supporting the bank’s vision of becoming a fully data-driven organization. With Reltio’s ongoing innovations, such as Flexible Entity Resolution Networks (FERN) and new AI-driven capabilities, Fulton Bank is well-positioned to maintain its competitive edge in the evolving financial services landscape.
With Reltio as a key strategic partner, Fulton Bank is on track to achieve its long-term goals of scalable data governance, improved data quality, and enhanced customer insights.
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