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.
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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.
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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
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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.
See your day 1 starting point and how you can quickly drive growth, efficiency, and compliance.
Provide a world-class, omnichannel digital experience based on real-time, unified core data.
in real time.
See how to unify customers and relationships from multiple lines of business and systems.
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.
