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Banks & Financials

Banks and Financial Institutes are facing challenges from regulatory requirements, increased operational and customer service cost, higher capitalization rates, consolidation, M&A, legacy technology and changing customer behavior. Today banks are examined by multiple regulatory authorities from state, local, federal and finance industry.

Cube Intelligence Master Data Management solution for Banks and Financial institutes provides a single source of authoritative truth to sales, marketing, and finance executives by consolidating customer data from various sources such as credit bureau, risk & compliance, fraud management system, credit cards, wealth management and insurance that enable them to :

  • Shift from account centric to customer, household centric view
  • Track hierarchies and relationships of customers
  • Improve cross-selling and up-selling opportunities
  • Provide a 360 degree, complete and extended view of customers
  • Drive deeper, long term and profitable relationships
  • Improve TCE (Total Customer Experience) and reduce attrition
  • Improve auditing capabilities
  • Successfully integrate M&A
  • Comply with banking, financial and government regulations

With the similar solutions* :

  • BNY Mellon reduced cost of data integration on Asset Servicing project by 50%
  • The Principal Financial Group improved development productivity by 30%
  • Merrill Lynch increased financial advisors’ productivity by 28%
  • Deutsche Bank within hours calculated its financial exposure to failure of Lehman Brothers
  • Bank of America avoided an estimated $20M in regulatory penalties

* Based on information from our partner company Informatica Corporation.

Led the initiative to design the Master Data Management models for the Masshealth Third Party Liability (TPL) group. Expertise in data warehousing, data integration, data matching and data mining expedited the development of reporting for key healthcare coverage data.

Kathleen M – TPL Program Director UMass CHCF   
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