Financial services organizations are under pressure to transform, fast. From customer experience to compliance, every decision depends on trusted, connected data. Download your free copy of The State of Master Data Management (MDM) in Financial Services to learn how banks, insurers and investment firms are using MDM to overcome complexity, drive efficiency and unlock measurable business growth.

Financial Services Is at a Turning Point

The financial services industry represents 32% of global MDM adoption, the highest among all surveyed sectors. But finserv leaders aren’t just adopting MDM — they’re using it strategically. Organizations managing five or more domains reported nearly 2x more measurable business improvements than peers still operating in silos.

What’s Inside the Report

Based on global research across 75 MDM leaders (including 24 financial institutions), this report highlights how forward-thinking firms are:

• Improving customer insight: 41% of respondents cited customer understanding as their top driver for MDM, powering retention and cross-sell strategies.
• Enhancing efficiency and compliance: 39% of respondents reported measurable cost savings, and 20% cited risk reduction and regulatory compliance as core goals.
• Operational wins lead to strategic value: Early MDM benefits typically appear in cost savings, which then enable growth and competitive differentiation.
• Expanding integration for exponential value: Each additional data domain mastered adds measurable business impact. Surveyed institutions that integrated 5+ domains saw nearly double the measurable improvements!

…and much more!

Your Guide to Turning FinServ Data Into a Competitive Advantage

MDM in financial services has evolved from a compliance tool into a competitive growth engine. Institutions that start with high-value domains, establish governance early and measure impact in business terms — like cost-to-serve and customer lifetime value — are leading the next wave of transformation.