Stories of our customer success
Discover our repository of case studies that showcase real-world examples of how we are modernizing data for customers.
AI-Powered Prospect Intelligence for Sales and KYC
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Highlights
AI-powered prospect intelligence unified master data with real-time external business and risk signals
Modular enrichment architecture enabled scalable deployment across regions, products, and industry verticals
Human-in-the-loop design ensured data accuracy, trust, and regulatory alignment
Overview
A leading US bank struggled with slow and inconsistent prospect qualification due to a heavy reliance on manual research, fragmented third-party data, and siloed sales and KYC workflows. Mastech Digital addressed these challenges by providing solutions that helped the client accelerate onboarding, improve lead prioritization, and enable data-driven product outreach.
Client
A leading US Bank
Geography
Americas
Industry
Banking
Tech Stack
Reltio MDM, Azure, Python, NLP, LLMs, APIs, React.js
The Challenges
• Sales and relationship managers depended on manual research and partial internal data to assess prospects.• KYC teams conducted CIP, AML, and risk reviews using fragmented and inconsistent inputs.
• There was no centralized, real-time view of prospect demographics, financial health, or risk indicators.
• Prospect intelligence was difficult to scale, with limited automation and insufficient contextual insight.
• Decision-making was delayed by inconsistent data quality and repeated validation efforts.
• Product-specific outreach was slowed by siloed data collection and disconnected enrichment processes.