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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.

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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

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.

Learn more Single source of unified, high-quality core data.

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.

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.
Single source of unified, high-quality core data.
Designed for financial services companies. <br> Fast time to value.
Real-time integration. Easier than you might think.
Relationship view with automated householding.

Power analytical insights using timely,
high-quality data.

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Customer and fraud analytics.

Mitigate fraud or attrition risk using trusted, up-to-date data in fraud or customer analytics.

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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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