Financial Institutions MDM | Financial Master Data Management | Profisee

Solutions Solutions by Industries Financial Institutions
Financial Institutions

Financial services organizations face daunting challenges: endless changes to compliance requirements, poor returns on equity due to historically low interest rates, and customers that are constantly tempted away to competitors. In the tumultuous world that is financial services, many organizations recognize that data is the key to address these many challenges while improving margins, increasing wallet share and retaining the most valuable customers.

However, in most financial services organizations, the data that could really impact the business is scattered across a myriad of systems, and is often incomplete, inaccurate, or out-of-date. Many organizations have attempted to resolve this issue by introducing analytics platforms, in the hopes that these platforms will be able to compile all the necessary information together in order to deliver meaningful business insights.

Unfortunately, data inconsistencies (miss-spellings, lack of a common global ID, duplicated entities) inhibit analytics investments and obscure facts.

Profisee helps leading financial organization bridge these critical gaps. By ensuring that the data critical to the business is consistent and up-to-date across the entire organization, leading financial services companies are able to easily manage compliance requirements, optimally segment customers based upon a multitude of data points, and understand the offers and packages that will not only prevent customer churn but increase customer profitability.

NASDAQ Case Study

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Challenge

Due to data quality issues and duplicate customer/vendor records within and across systems, NASDAQ struggled to gain complete visibility into its business relationships, and potential business opportunities.

Solution

Used Profisee to create a 360-degree view of customers and vendors, integrated with Salesforce, Dun & Bradstreet, and legacy systems.

Results

Increased total revenue and revenue per customer, optimized cross platform sales, and negotiated reduced costs with participating vendors.

Putting Data at the Heart of a Business

Whether it’s loan or customer data, adopting a master data management approach for managing multiple data assets provided one bank more accurate data to better meet their customers’ needs.

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Everything 360 Ebook

See how Profisee is providing the next era for master data management. One platform. One price. Every domain, every source, every record, every user.

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MDM Without Limits

Learn how taking a multi-domain approach to master data management allows organizations to realize more value by connecting information and producing more enriched insights.

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Ready to Take the Next Step?

Contact us or request a demo and we'll show you why Profisee is the fastest growing company in Data Management.

Industries
 

Financial Institutions

Monetize Compliance.
Maximize Margin.
Know Your Customer.

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Healthcare &
Life Sciences

Know Payers.
Enhance Providers.
Innovate Life Sciences.

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Manufacturing & Industrial

Optimize Spend.
Transform Supply Chain.
Harness the Digital Factory.

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Insurance &
Services

Monetize Data.
Manage the Channel.
Deliver New Offerings.

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Consumer Goods & Retail

Transform Omni-Channel.
Boost Sales.
Become Customer Advisor.

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Technology &
Telecom

Lead Digital Transformation.
Accelerate M&A.
Connect All Devices.

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