In today’s hyper-competitive financial landscape, institutions must deliver personalized, compliant, and value-driven experiences across every client touchpoint. Yet, fragmented data across lines of business, products, and systems prevents firms from truly understanding household relationships—a critical component of maximizing share of wallet, improving service, and managing risk.

This session explores how Profisee Master Data Management (MDM) empowers financial services organizations to master the art of householding. We’ll examine how Profisee unifies client data across sources, resolves duplicates, and links complex relationships—enabling institutions to create a trusted, real-time household view.

Learn how leading banks, credit unions, and wealth managers are leveraging MDM to:

• Identify cross-sell and upsell opportunities
• Enhance risk and compliance reporting (e.g., KYC, AML, CECL)
• Improve operational efficiency and client onboarding
• Drive insights through analytics and AI readiness

Whether you’re grappling with legacy systems or evolving toward digital transformation, discover why MDM is the foundation for householding success—and how Profisee delivers rapid time-to-value at scale.