Fuel digital transformation with real-time, trusted data
Our industry-tailored solution provides real-time, unified data to help operate as one institution—with compelling customer experiences, enhanced operational efficiency, and easier compliance.
Deepen customer relationships and improve sales productivity.
centricity.
efficiency.
integration.
and trust.
unlocked.
Deliver seamless, personalized experiences
Consolidated, clean data across your enterprise allows you to understand your customers. And to present yourself as a single financial institution. So you can streamline customer onboarding and life cycle management.
Easily integrate with your web and mobile systems to drive consistent digital experiences and boost marketing effectiveness.
Boost productivity with accurate, comprehensive data.
Using consolidated, enriched customer data from multiple sources enables you to enhance the productivity of your relationship managers and improve territory management.
With complete, real-time data and richer customer profiles, call centers, underwriters, and other employees are more effective and efficient.
Grow synergies with new acquisitions and partners.
Using consolidated, clean data enables easier integration with systems of acquired companies. So you can uncover new opportunities, grow operational efficiencies, and hit synergy targets.
And with ability to connect systems fast, you can collaborate easier with fintech partners to launch new products and services in a timely, efficient manner.
Simplify risk and compliance management with accurate data.
With unified, enriched, and standardized customer data made instantly available to operational and analytical applications, you can simplify KYC, OFAC, AML, and data privacy compliance. And earn client trust by managing private data based on their consent.
Minimize risk with accurate, insight-ready data fueling fraud and risk management systems.
Share legacy system data with modern systems.
Lift and host critical data from legacy banking and asset management systems with our API-led connectivity, prebuilt adapters,
and no-code/low-code integration development.
Simplify enrichment with external data and centralize the search of legacy client account data. Power your digital platforms and analytics solutions with real-time trusted data.
What our customers have achieved.
>$1M
estimated upfront MDM platform TCO savings
10X
sales rep productivity boost
60%
increased first-call resolution for greater customer experience
10X
increase in data steward productivity
How we deliver.
Single source of unified, high-quality core 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. We continuously monitor data quality without manual effort.
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.
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.
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.
Power analytical insights using timely,
high-quality data.
Mitigate fraud or attrition risk using trusted, up-to-date data in fraud or customer analytics.
Enhance relationship management and sales performance using actionable insights from clean, timely data.
Use high-quality data for insights to improve operational performance and mitigate risk.
"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.
Learn more about how we help financial services firms thrive.
Ready to see it in action?
Get a personalized demo tailored to your
specific interests.
