Home | Velocity Pack | Velocity Pack - Financial Services

Modern MDM prebuilt for financial services.

Reltio for Financial Services velocity pack includes prebuilt components to enable MDM in less than 90 days. Unify your data to operate as one institution—with built-in data security, privacy, and governance.

Click to play demo video.

Trusted by leading banks and fortune 500 companies.

Our velocity pack—optimized for financial services

Prebuilt components and real-time, ML-powered MDM.

Predefined data models and configurations.

Get value fast with data models for client, advisor, account, household;
preset rules; and dashboards.

Prebuilt integrations and connectors.

Connect to any app or data source, enrich with third-party systems in
hours or days using 1,000+ connectors.

Prescriptive implementation.

Predefined assets based on over 12 years of experience deliver
iterative, fast value.

FSI Ref Architecture 2023.2 FSI Ref Architecture 2023.2

Click to enlarge image.

Wave Art 2
Wave Art 2
Wave Art 2

What our financial services 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

VP FS Image 2 VP FS Image 2

Click image to enlarge.

What you get on day 1

Prebuilt data models for banks and asset management firms.

Out-of-the-box domains include clients, accounts, households, and financial professionals. Includes associated reference data, attributes, relationships, interactions, and more.

See Reltio for Financial Services in action
via short demos.

In just a few minutes, you can get a feel for Reltio for Financial Services and what you can do with it. And watch at your own pace.

Icon
View financial services velocity pack intro.

See your day 1 starting point and how you can quickly drive growth, efficiency, and compliance.

Icon
Operate as one firm with omnichannel CX.

Provide a world-class, omnichannel digital experience based on real-time, unified core data.

Icon
Deliver trusted profiles
in real time.

See how to unify customers and relationships from multiple lines of business and systems.

Icon
View our on-demand platform demo series.

Choose from a variety of short demos to see our platform in action.

Ready to see it in action?

Get a personalized demo tailored to your
specific interests.

UPDATED RELTIO FOOTER 2x UPDATED RELTIO FOOTER 2x