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.
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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.
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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
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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.
See your day 1 starting point and how you can quickly drive growth, efficiency, and compliance.
Provide a world-class, omnichannel digital experience based on real-time, unified core data.
in real time.
See how to unify customers and relationships from multiple lines of business and systems.
Choose from a variety of short demos to see our platform in action.
Ready to see it in action?
Get a personalized demo tailored to your
specific interests.
