Drive omnichannel CX and AI-powered banking with trusted data.
Consolidated, clean data across your enterprise allows you to understand your customers and present yourself as a single financial institution. Easily integrate with web and mobile systems to drive consistent digital experiences and boost marketing effectiveness. And streamline customer interactions with AI-powered initiatives such as chatbots and AI assistants.
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 branch 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.
Integrate 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. And power your digital platforms and analytics solutions with real-time trusted 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.
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. ML-driven capabilities continuously monitor data quality and identify critical issues.
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.
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.