Data unification and MDM for financial services.

Our velocity pack’s prebuilt components enable trusted, interoperable data within 90 days. Unify your data to operate as one firm—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 data services.

Prebuilt components. Real-time, AI-driven platform.

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 customers have achieved.


estimated upfront MDM platform TCO savings


sales rep productivity boost


higher first-call resolution for greater CX


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.

View financial services velocity pack intro.

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

Operate as one firm with omnichannel CX.

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

Deliver trusted profiles
in real time.

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

View our on-demand platform demo series.

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

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specific interests.