Reltio Powers

Financial Services

Connected Customer 360 Profiles to Personalize Experiences, Grow Wallet Share and Customer Loyalty

Financial services companies count on Reltio

In the competitive financial services landscape, delivering personalized customer experiences across all touchpoints isn’t a nice to have for your business; it’s an imperative to boost customer loyalty and share of wallet. That’s why innovative financial services companies count on Reltio. We provide the connected customer data that enables you to deliver hyper-personalized and connected experiences—across all touchpoints. With our platform, you can accelerate digital product innovation and fully harness your customer data to gain a competitive edge.

Personalized Engagement is Difficult
without Connected Customer Data

In your market, competitive pressures continue to mount, with large incumbents and digital disruptors battling for market share. To win, you need to leverage your unique data to better understand your customers and anticipate their needs. You have to enable your customer-facing teams and channels to deliver more personalized experiences in real time, no matter how, when or where customers are interacting with your organization.

However, if you’re stuck with disconnected and disjointed data from siloed line-of-business and legacy master data management (MDM) systems, your ability to meet these objectives is being stifled. You’re left without business agility, without the ability to operate in real-time at enterprise scale and without the insight-ready data you need to bring big ideas to life.

Is siloed customer data or a legacy MDM system holding you back?

Problem 1

Restricting visibility of interactions across touchpoints and lines of business, which leaves clients exposed to disjointed, frustrating experiences.

Problem 2

Limiting your client segmentation capabilities, which hinders your ability to personalize experiences and grow wallet share and loyalty.

Problem 3

Offering limited, inaccurate data to decision makers, which leaves the business exposed to unnecessary risk of churn and defaults.

Problem 4

Struggling to comply with regulations, reporting requirements and privacy laws, which exposes your organization to significant risks and penalties.

Miguel Baptista

“Reltio Connected Customer 360 gives us capabilities to fuel the experiences of the future at Hyperion X with the data that matters most to our business. It gives us the business agility, enterprise scale, and the insight-ready data we need for big ideas so we can compete effectively,"

– Miguel Baptista, Chief Data Officer, Hyperion X

Reltio Delivers Connected Customer 360 Profiles
that Power Market Success

Chief data officers, chief information officers and marketing leaders at innovative financial services firms trust Reltio. We deliver the capabilities you need to manage all your customer, product and market data, whether it originated in internal applications, third-party data feeds, omnichannel transactions, interactions or social media. With the Reltio SaaS platform, you can empower your brokers, bankers, service reps and other customer-facing staff to deliver the right product to the right client at the right time.


Leverage connected customer data to personalize the client experience. Access complete, current data on relationships, interactions, transactions and more to gain the insights you need to boost loyalty and revenue

Start Fast
Move Faster

Leverage a SaaS deployment so you can get up and running quickly and avoid disruptive, costly upgrades. Quickly and easily add new client profile attributes and new data sources, without any performance degradation


Get a single source of customer data that enables unified auditing and tracking of data access, and efficient control over communication details and client preferences

Deliver Winning Experience at Every Touch Point

Maximize the Value
of Connected Customer 360 Profiles


Gain Actionable Customer Insights
With Reltio Connected Customer 360, you can unlock the value of customer data by breaking down line-of-business and channel silos and establishing complete, connected customer profiles that are based on hundreds of data sources.

Deliver Personalized Experiences Across Channels
With Reltio Connected Customer 360, you can empower branch, marketing and service staff to deliver consistent, seamless and optimized experiences across the customer lifecycle.

Uncover Relationships
Reltio Connected Customer 360 enables you to leverage cohesive data as well as graph technology and analytics

Streamline Compliance
With the Reltio platform, you can minimize the cost and effort needed to comply with customers’ privacy preferences

How Reltio Can Help

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  • Maximize wallet share. Deliver highly personalized offerings and experiences, so you can more effectively capitalize on every opportunity to grow your customer base, increase wallet share and strengthen customer loyalty.
  • Boost operational efficiency. Build a common understanding of customers across different departments and lines of business, so teams can collaborate more effectively and operate more efficiently.
  • Improve decision making. Leverage connected customer data for credit ratings, financial status, transaction history and more to make speedier, more informed decisions on issuing loans, credit and services.