MDM FOR FINANCIAL SERVICES
Build trusted analytics, delight your customers and reduce risk with master data management (MDM).
POOR-QUALITY DATA IS A RISK YOU CAN’T AFFORD
With inaccurate, inconsistent or outdated master data, financial services organizations face increased risks derived from poor data including…
Incomplete view
of the customer
Non-compliance with
regulatory requirements
Failure to detect
fraudulent activity
Stalled product and/or
service innovation
Delayed integration of
mergers and acquisitions
Operational
inefficiencies
…and more!
Leverage Data as a Strategic Asset
Profisee MDM can help financial services organizations with…
MDM USE CASES BY INDUSTRY
Consumer Finance
“How do I achieve a better understanding of my customers, their financial history and how they operate?”
How Profisee Helps
Create a centralized 360-degree customer view that enhances sales opportunities while improving the customer experience.
Credit Unions/Banking
“How do I know I have the full picture of a customer’s credit profile and potential risk before extending additional credit?”
How Profisee Helps
Integrate and consolidate disparate data sources into a single view and enrich enterprise data with third-party services and householding information for a complete understanding of credit risk.
Insurance
“How do I more efficiently manage claims and policies to better inform and advise my customers?”
How Profisee Helps
Acquire accurate, consistent policy attributes and claims records to identify fraudulent claims, reduce errors, track claim status and manage policy lifecycles.
Relevant Resources for Financial Services
Learn How Customers Increased Business Value with Profisee
Streamlining Agency Onboarding
Learn how ICW Group used Profisee to create a centralized hub for agency information and improve onboarding by eliminating duplicate data and attaining a complete view of the agency.
Targeting Revenue Opportunities
Learn how Hancock Whitney used Profisee to master customer records and implement trusted data into their operation systems to improve their marketing strategy and create a 360-degree customer view.
Enriching Customer Relationships
Learn how First Horizon used Profisee to simplify customer onboarding and eliminate duplicate data and entry errors creating advanced connections with their customers.See how the Profisee platform delivers a complete view of trusted,
high-quality data for financial services organizations.
