Reltio for Financial Services
Operate as one firm.
Win with trust.
Unified, real-time data to grow faster, reduce risk, and operate efficiently.
Trusted by leading financial services enterprises.
60%
increased first-call resolution
$1M
estimated data platform TCO savings
95%
faster credit underwriting time
The data foundation to thrive in any market condition.
Our data unification platform instantly standardizes, enriches, and mobilizes core data at the point of engagement.
LIFETIME VALUE
AND FRAUD PREVENTION
CONFIDENCE
M&A AND PARTNERSHIPS
Grow wallet share and customer satisfaction.
Frictionless customer experiences need unified customer, household, account, and transaction data. Drive retention and cross-sell/upsell revenue with a 360° view across deposits, lending, payments, and investment accounts.Enable AI agents to identify life and financial events—such as income shifts, major purchases, or liquidity changes—and trigger outreach with personalized offers and products.
Execute faster across the front and back office.
Streamlining processes such as underwriting, loan processing, and customer service needs unified customer, account, and interaction data. Lower servicing costs while delivering seamless experiences. Enable AI agents to gather documents, validate inputs, calculate eligibility, draft credit memos, and trigger next best actions. And detect errors and initiate corrective actions autonomously.
Minimize risk and manage regulations with ease.
Robust risk management requires a trusted data foundation. Unify customer, account, transaction, and merchant data to easily adhere to AML, KYC, Basel III, PSD2, DORA. And meet privacy mandates with our consent management. Power AI agents that can conduct compliance checks, detect suspicious activity, and validate transactions—reducing false positives and negatives, lowering risk.
Make smarter credit and risk decisions.
Give credit and risk teams complete visibility and context to assess underwriting risk quickly and act confidently. Unify customer, account, transaction, and third-party data to improve risk selection, reduce defaults, and expedite approvals. You can enable AI agents to automate due diligence, uncover counterparty exposure, and supply real-time data to scoring models.
Speed up integration and unlock new opportunities.
Accelerate M&A integration with prebuilt connectors and open APIs that unify customer, account, and transaction data across systems. Create a golden source of truth to operate as one firm. Simplify partner onboarding and enable secure, governed data exchange with fintechs and payment partners to support open banking, collaboration, and accelerated growth through ecosystem innovation.
Unleash the power of AI in financial services with trusted data.
Accelerate customer onboarding.
AI agents can validate identities and documents, using trusted data to conduct sanctions screening and speed up customer onboarding.
Fight financial fraud.
Using reliable data, AI agents can freeze accounts, notify customers, initiate investigations, and trigger alerts when a suspicious transaction occurs.
Boost cross-sell/upsell opportunities.
AI agents can leverage 360 profiles to run hyper-targeted campaigns, provide individualized offers, and recommend products to drive upsell/cross-sell.
Hear from our customers
“We chose Reltio because it was a cloud-native, SaaS solution with an overarching vision around digital transformation. The prebuilt capabilities of the Reltio Data Cloud started with the heart of the solution—matching and merging.”
Jay Franklin
Former Senior Vice President of Enterprise Data and Analytics
“We wanted a cloud-native platform to align with our data modernization journey and a solution that offered more than just matching and merging. Reltio is a next-generation MDM platform and truly an operational hub.”
Sajid Malik
SVP, Director of Enterprise Data Governance
Get started faster with our Reltio for
Financial Services velocity pack.
Achieve AI-driven transformation without compromising on speed, trust, or compliance.
Comprehensive source of real-time data for financial services.
Reltio Data Cloud continuously ingests, unifies, and enriches your data, making it ready to power AI-driven automation across the enterprise.
Predefined data models and configurations
Accelerate time to value with prebuilt data models and ready-to-use match rules, workflows, and dashboards tailored to industry best practices.
Prebuilt integrations and connectors.
Easily connect to any app, data source, or AI system—and enrich your data with third-party sources like Bloomberg, Experian, LexisNexis.
Prescriptive implementation.
Prebuilt assets backed by financial services expertise accelerate value with faster, iterative deployments and reduced implementation risk.
Unleash the power of AI in financial services with trusted data.
Intelligent 360°profiles.
Unify fragmented customer, account, transaction, and interaction data into timely 360° profiles—fueling every decision, channel, and experience.
Simplified security and compliance.
Protect sensitive data with enterprise-grade security and privacy controls. HITRUST-ready governance, role-based access, data masking, and encryption safeguard PII.
Instant, on-demand data.
Deliver context-rich data to any system or AI agent in milliseconds. Power instant credit decisions, real-time fraud detection, and hyper-personalized customer interactions.
High availability and reliability.
Keep your most critical data always on and always protected—99.99% availability and recovery under an hour—using Reltio Business Critical Edition™
Private Link for connectivity.
Gain private connectivity by using Virtual Private Cloud (VPC) networks without exposing data to the public internet.
Dynamic hierarchies & segmentation.
Model complex relationships across households, accounts, businesses, and counterparties to reveal financial behaviors and affiliations.
Ready to
see it in action?
See how Reltio Data Cloud can give you the speed and flexibility you need to accelerate the value of your data and maximize its impact every day.
