Financial Services

Sustaining growth in the current low-growth and low customer loyalty environment requires better leveraging data. Overcome the barriers of storing critical data separately in different formats in multiple systems across the institution. Empower your teams with desktop access to reconciled and related data within domains and across domains to achieve strategic imperatives such as: increasing profitability, driving revenue, and gaining a competitive advantage.

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The award-winning Informatica MDM, is a proven and flexible platform that gives you visibility into reconciled and related data within and across data domains:

  • Customer data
  • Counterparty data
  • Instrument data, product data and services data
  • Currency data
  • Employee data

We’ve enabled our Fortune 500 financial services customers to achieve key strategic imperatives
such as:

  • Increasing Profitability by Aligning Service Levels to Customer Value. When service delivery personnel are confined to an account-centric view, they struggle to accurately measure customer value. Operationalize customer centricity to enable service delivery personnel to serve customers not accounts, accurately measure customer value, deliver more tailored service, and increase profitable customer loyalty. Give them desktop access to Siperian’s Extended Customer View.
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  • Increasing Revenue by Making Relevant Cross-sell and Up-sell Offers. With an account-centric view, financial advisors find it difficult to map all products and services to each customer and make relevant offers. Operationalize customer centricity to empower financial advisors to expand share of wallet, increase revenue and reduce customer attrition by enabling desktop access to Siperian’s Extended Customer View.
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  • Optimizing Capital Reserves. Improve capital efficiency and regulatory compliance by accurately measuring capital reserve requirements. Empower risk managers with desktop access to reconciled and related counterparty and financial instrument data in real-time and enable them to optimize capital reserves.
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  • Managing Risk. Leverage reconciled and related data to more accurately manage your current investments, the risks associated with those investments, and the outcomes of potential actions. Gain a clearer view of your holdings and positions on each instrument, the associated counterparties, and the relationships among all instruments and all counterparties.
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  • Supporting Compliance. Enhance your ability to report on and dynamically respond to new and evolving regulations, such as Basel II, MiFID, Reg NMS, and KYC. Better manage and mitigate counterparty risk by empowering compliance officers with desktop access to reconciled and related compliance data within and across domains in real-time. And, improve your institution’s ability to quickly adapt to changing regulations.
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  • Automating End-to-End Trading. Enable your institution to serve customers better and faster. Automate end-to-end trading and eliminate the need for slow, error-prone manual intervention from new security introduction through straight-through processing and settlement. Maximize your existing application investments by leveraging reconciled and related counterparty and financial instrument data in real-time.
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