Data unification and MDM for financial services.
Our velocity pack’s prebuilt components enable trusted, interoperable data within 90 days. Unify your data to operate as one firm—with built-in data security, privacy, and governance.
Click to play demo video.
Trusted by leading banks and fortune 500 companies.
Our velocity pack—optimized for financial data services.
Prebuilt components. Real-time, AI-driven platform.
Predefined data models and configurations.
Get value fast with data models for client, advisor, account, household;
preset rules; and dashboards.
Prebuilt integrations and connectors.
Connect to any app or data source, enrich with third-party systems in
hours or days using 1,000+ connectors.
Prescriptive implementation.
Predefined assets based on over 12 years of experience deliver
iterative, fast value.
Click to enlarge image.
What our customers have achieved.
>$1M
estimated upfront MDM platform TCO savings
10X
sales rep productivity boost
60%
higher first-call resolution for greater CX
10X
increase in data steward productivity
Click image to enlarge.
What you get on day 1
Prebuilt data models for banks and asset management firms.
Out-of-the-box domains include clients, accounts, households, and financial professionals. Includes associated reference data, attributes, relationships, interactions, and more.
See Reltio for Financial Services in action
via short demos.
In just a few minutes, you can get a feel for Reltio for Financial Services and what you can do with it. And watch at your own pace.
View financial services velocity pack intro.
See your day 1 starting point and how you can quickly drive growth, efficiency, and compliance.
Operate as one firm with omnichannel CX.
Provide a world-class, omnichannel digital experience based on real-time, unified core data.
Deliver trusted profiles
in real time.
See how to unify customers and relationships from multiple lines of business and systems.
View our on-demand platform demo series.
Choose from a variety of short demos to see our platform in action.
Ready to
see it in action?
See how the Reltio Connected Data Platform can give you the speed and flexibility you need to accelerate the value of your data and maximize its impact every day.
