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Accelerating Data-Driven Digital Transformation in Financial Services

Actionable, trusted data is the new currency in banking, capital markets,
and insurance

It’s Time to Think Differently About Data and Data Architecture
for Financial Services

Financial services companies across the globe are striving to prioritize customer centricity, comply with industry regulations, and combat financial crimes. To accomplish these strategic priorities, most are making significant investments in enabling technologies such as artificial intelligence (AI) and automation to deliver trusted business insights from analytics, get ready for the Internet of Things, and manage infrastructure in a multi-cloud environment. The success of these initiatives depends on high-quality, accurate data—so organizations must stand up effective data management and governance capabilities to prevent exposure and reduce risk.

For over 25 years, Informatica has helped more than 800 financial services companies unleash the power of trusted, governed, relevant, and accessible data to fuel innovation, become more agile, and realize new growth opportunities, resulting in intelligent market disruptions.

Data-Driven Solutions for Financial Services Markets

The most important business priorities for today’s financial services firms are to make trusted data actionable at scale so it can be readily used by people, apps, machine learning, and more; and to turn data management challenges into opportunities.

Transform Customer Experience and Engagement

Financial institutions are shifting to modern, cloud-based business solutions to differentiate themselves from their competitors. They are integrating AI-driven automation to deliver a transformed, omnichannel customer experience across priority touchpoints—from call centers to mobile devices. Now more than ever, banks, credit unions, and life insurance companies need to quickly identify, understand, and predict the needs of their customers across all channels, devices, and locations.

Accelerate Wallet Share Growth

Financial service customers can now make payments, send money, invest, buy insurance, and apply for financing in ways that were once unimaginable. By delivering best-in-class experiences to these customers, financial institutions can take advantage of an unparalleled opportunity to increase the amount of money each customer spends with them. And using targeted upsell and cross-sell offers to anticipate customer needs is not only far less expensive than acquiring new customers, it is also the fastest, most profitable path to incremental revenue growth.

 

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Operationalize Data Governance for Compliance and Risk Management

Every year brings new regulatory challenges to the financial industry—challenges that will inevitably increase—fueled by global interconnectedness, competition, and consumer demand. Regulators worldwide will assess how financial companies adapt to rising pressures and manage the associated risks. As such, CDOs must adopt an end-to-end, intelligent program of enterprise data policies, processes, and standards to scale data governance operationally across the enterprise—reducing the costs and inefficiencies associated with managing data within standalone business silos.

Combat Fraud and Financial Crimes

As financial institutions accelerate their shift to digital and mobile-based transaction platforms, vulnerabilities in payment services have increased. Concerns about fraud and online financial crime have skyrocketed as banks and customers lose billions of dollars to fraud every year. In response, financial services firms are modernizing their existing fraud monitoring systems, investing in cloud data lake solutions, and adopting AI and machine learning-powered predictive analytics to detect and combat fraudulent activities faster than ever before.

 

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Accelerate Post-Merger and Acquisition Success

With mergers and acquisitions expected to increase across the financial services sector, companies that have experienced an acquisition are under significant time and cost pressures to rationalize, integrate, consolidate, and seamlessly share the newly acquired volumes of data across the merged entities. IT infrastructure and staff must be able to scale and manage the data effectively so the business can leverage trusted insights to expand market share.

Customer Success Stories

Informatica provides the industry’s most comprehensive, trusted, and modular Intelligent Data Platform to help financial services companies power modern applications and analytics across multi-cloud environments. See how these institutions are using our solutions to unleash the power and value of all data across the enterprise.

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Tinkoff Bank

Tinkoff Bank Acquires and Retains More Customers at a Lower Cost

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AXA XL

Data-Driven Insurance: How AXA XL Is Using Big Data to Streamline Customer Product Offering

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Santalucía Seguros

Santalucía Seguros Powers Customer-Centric Digital Transformation with MDM and Data Quality

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National Interstate Insurance

National Interstate Insurance’s Data-Driven Approach Improves Customer Service and Policy Processing

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Frost Bank

Frost Bank standardizes on Informatica Platform for application data integration and data quality

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BBVA Compass

BBVA Compass sources new data 50% more quickly

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