MDM FOR FINANCIAL SERVICES

Build trusted analytics, delight your customers and reduce risk with master data management (MDM).

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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With inaccurate, inconsistent or outdated master data, financial services organizations face increased risks derived from poor data including…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…

STRATEGIC DECISION MAKING – Scan any source system and leverage real-time master data to make informed investment and lending decisions.
EFFICIENT RISK MANAGEMENT – Analyze accurate data to identify potential credit, market, liquidity, operational risks and more.
ENHANCED CUSTOMER EXPERIENCE – Deliver a seamless digital experience and provide proactive customer support to improve customer satisfaction, engagement and loyalty.
ACCURATE FINANCIAL FORECASTING – Facilitate historical analytics to identify current trends and project future financial outcomes.
INCREASED REVENUE OPPORTUNITIES – Consolidate customer data across multiple systems for a universal view of strategic cross-sell/upsell opportunities.

MDM USE CASES BY INDUSTRY

Relevant Resources for Financial Services

The Importance of Data Governance for Digital Transformation in Financial Services
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Header image for the Profisee webinar "MDM and the CDO: Twin Superpowers for Business Transformation"
MDM and the CDO: Twin Superpowers for Business Transformation
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MDM Bytes: Snack-sized Insights on Master Data Management from Profisee
Optimizing Financial Services with Master Data Management
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Data & Address Verification
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Customer 360 — What, Why & How? [2023]
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Credit Unions: How to Get a True Customer 360 View
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Learn How Customers Increased Business Value with Profisee

See how the Profisee platform delivers a complete view of trusted,
high-quality data for financial services organizations.

EXPLORE THE PROFISEE PLATFORM

Integration

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Data Stewardship

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Data Governance

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Relationship Management

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Matching & Survivorship

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Data Quality

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Workflow

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LET'S DO THIS!

Complete the form below to request your spot at Profisee’s happy hour and dinner at Il Mulino in the Swan Hotel on Tuesday, March 21 at 6:30pm.

You're Registered!

Complete the form below to request your spot at Profisee’s dinner at Rosa Mexicano in the Dolphin Hotel on Tuesday, March 11 at 7:30 PM ET

CDO Matters Podcast with Malcolm Hawker

NEW EPISODE

Top Data Trends of 2023

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with Wendy Turner-Williams,
Chief Data & AI Officer

Join Profisee at our upcoming event:

CDO MATTERS LIVE
with former Gartner analyst Malcolm Hawker

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