
Hancock Whitney Bank
Headquarters: Gulfport, MS
Industry: Financial Services | Banking
Customer: since 2013
Data Types Mastered with Profisee
NEEDED MASTER DATA TO OPTIMIZE SALES & PROFITABILITY
- Began to master COA & GL data & visibility
- Need customer master records to track CRM patterns
- Unique customer info needed for targeted selling
- Lack of marketing platform for customer reach
CLEAN, MATCH, MASTER & HARMONIZE DATA
- Master customer records across 38 systems
- Fundamental in customer 360 strategy
- CRM enabled common platform for lead generation
- Driving metrics in CRM analytics dashboard
STRATEGIC
- “Impact on revenue opportunity cross division – Revenue Opportunities”
BUSINESS
- “Informed highly targeted lead generation – Customer 360 visibility – CRM alignment / Analytics”
PROJECT
- “Integrated MDM into operation systems – Aggregated 38 Systems – Master COA/GL/CRM”
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