Stories of our customer success
Discover our repository of case studies that showcase real-world examples of how we are modernizing data for customers.
Unified Customer Data Strategy | Bank Case Study
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Highlights
Unified data strategy delivered consistent, trusted customer views across all banking touchpoints
Real-time data integration improved personalization, engagement, and customer lifecycle management
Scalable architecture supported regulatory compliance, governance, and enterprise growth objectives
Overview
A US regional bank modernized its customer data ecosystem to address fragmented systems and inconsistent customer experiences. A unified master data strategy helped the bank shift from fragmented views to real-time customer insights. This change allowed for more personalized engagement while also meeting regulatory requirements. The solution provided clear improvements in customer satisfaction, cross-sell opportunities, and operational efficiency across banking channels.
Client
US Regional Bank
Geography
United States
Industry
Banking & Financial Services
Tech Stack
Reltio MDM, Salesforce CRM
The Challenges
• Customer data scattered across legacy systems, causing inconsistencies and delayed insights• Disconnected sales and service channels delivering fragmented and impersonal customer experiences
• Independent lines of business operating with siloed customer views and duplicated records
• Limited real-time data access impacting cross-sell, compliance, and decision-making capabilities