Industry: Financial services

Build trust with
your financial
data

Ataccama ONE unifies your data landscape, maintaining accuracy, governance, and actionable insights. Our platform will help you deliver outstanding customer experiences, while staying one step ahead of industry regulations.

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Trusted globally by high-growth companies

The stakes have never been higher

Here are the most common challenges we help our financial services customers solve.
  • compliance

    Losses from non-compliance

    Mitigate risks from lending to unqualified borrowers, security breaches, and financial crime. Consolidate customer data, identify PII, classify data according to regulations, manage access and track data flows across systems.

  • planning

    Inability to unlock cross-sell opportunities

    Increase customer lifetime value by expanding cross-sell opportunities within your existing customer base. Consolidate customer portfolios, eliminate duplicate data, and uncover new revenue streams.

  • visualisation

    Sky-high customer
    expectations

    In today’s instant-everything world, customers expect the same speed and personalization from their financial institutions. Enhance satisfaction and loyalty with data-driven insights and hyper-personalized recommendations.

  • opportunity

    Inefficient operations

    Improve operational efficiencies, and reduce costs by automating lending, compliance, marketing, and customer service/experience processes like document processing and tailored product recommendations.

  • planning

    Risk of incorrect regulatory reporting

    Feed business-critical KPIs and regulatory reports with trusted data. Reduce compliance audit efforts, streamline compliance control implementation, and eliminate data errors.

  • data-chaos

    Scattered customer portfolios

    Consolidate customer data to eliminate duplicates that compromise service quality, hinder personalization, and limit cross-sell opportunities. Build an MDM hub with golden records to streamline operations, empower teams, and ensure regulatory compliance.

Explore data
management use cases
for financial services

Learn about the most common use cases that drive success in the financial services industry.

  • Regulatory compliance reporting

    Stay ahead of data regulations, prevent crippling data breaches, and protect your reputation with a unified data trust platform.

  • Credit risk processes

    Balance risk and return with effective credit risk management to protect cash flows, control costs, and ensure financial stability.

  • Financial crime & AML

    Combat cyberattacks, fraud, and data breaches with real-time anomaly detection, robust data protection, and high-quality data pipelines powering AI/ML for risk prevention.

  • Customer 360

    Build a 360-degree customer view to offer tailored financial products and services that delight, retain, and grow your client base.

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Our capabilities and approach

Ataccama’s unified data trust platform transforms how financial institutions
manage, govern, and leverage data at scale.

Automated data quality
& governance

Ensure accuracy, lineage, and transparency
across all data sets.
Automated data quality & governance

Advanced master data
management

Unify customer, product, and transaction
data into a golden record.
Advanced MDM

AI-powered insights

Surface patterns, anomalies, and trends
to inform strategic decisions.
AI-powered insights

Scalable, secure integration

Connect disparate systems for seamless data
flow in real-time.
Scalable, secure integration
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Business benefits & ROI

With Ataccama, financial institutions see measurable gains:
$1.8M Improved business outcomes
with Customer 360
348% ROI driven
with Ataccama ONE
$1.3M Reduced risk
of mismanaged data

Success stories

Real-world case studies from our customers in financial services.
Enhancing data management at Fifth Third Bank
Success Story
Enhancing data management at Fifth Third Bank

Fifth Third Bank, a leading financial institution, recognized the potential of leveraging data as a strategic asset. They identified opportunities to scale their data management…

Raiffeisen bank adapts to regulatory changes with Master Data Management
Success Story
Raiffeisen bank adapts to regulatory changes with Master Data Management

The European bank successfully consolidated customer portfolios for multiple acquisitions and built an MDM hub to power its operations and facilitate regulatory compliance.

Explore all the
Ataccama
features
Learn more about our capabilities used by financial institutions.
Data Quality Dashboard

Get in touch with
our financial services experts

Ready to embrace unified data trust and accelerate your path to compliance, innovation, and growth?

See the platform in action

Discover how our products deliver value to financial institutions.