MDM FOR CALIFORNIA FINANCIAL INSTITUTION

  • 77 years in business
  • $10B+ in assets
  • 30+ branches in Southern California
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Business Need

Grow profitability from $10B to $20B by 2020

Create a 360-view of customer across all products and services to deepen relationships, increase wallet share, and cross-sell and up-sell

Improve credit decisioning models

Improve workforce productivity

Leverage new technology for automation, orchestration, and visualization

Challenge

Highly manual processes

30+ disparate data systems

No CRM

No commercial loan origination system

No enterprise data warehouse

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Solution & Results

Implemented a customer master data management solution, including:

– Comprehensive view of customer

– Enhanced account management

– Personalized customer relationship management

6 full time resources, 6 month implementation schedule