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To efficiently maintain and improve your customer relationships you need to understand your customers. This requires accurately managing and utilizing your data. However, without a single source of information, this can be extremely difficult and ultimately results in struggles responding to market changes, poor customer experience and reduced loyalty.

Stibo Systems’ MDM platform, STEP, provides a single technology to integrate master data into a central repository, allowing your organization to streamline your offerings, consolidate customer information and improve risk management as well as meet regulatory compliance and customer service.
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All your data in one place

Having critical data stored in multiple systems by different departments creates inconsistent and outdated information. This results in increased costs and efforts to obtain clean and actionable data. STEP acts as a main hub for all your information and helps you to:

  • Eliminate data silos caused by disjointed systems and databases
  • Improve quality and integrity by accurately integrating your data
  • Reduce IT involvement in data maintenance
  • Provide uniform branding
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Launch with confidence

Deliver products and services to your customers faster and through the delivery channel that they expect by:

  • Creating streamlined business processes to ensure data accuracy
  • Launching timely and targeted promotions
  • On-boarding data from multiple systems
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Ensure security and compliance

Proper and secure handling and storing of customer information is critical. Even the smallest data security incident can quickly tarnish a brand. In addition, financial services companies have to comply with a multitude of industry regulations. With STEP you can:

  • Easily define roles and privileges to ensure that only the appropriate users have access to sensitive data
  • Provide governance using audit trails, version control and approval processes
  • Effortlessly access reference data and code tables
  • Improve ability to comply with regulation such as Dodd-Frank, MiFID II, Solvency II, Basel 2&3 or BCBS 239
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Grow customer loyalty

Financial service organizations, as with companies in many other industries, need to have a clear understanding of their customers. With STEP you can enable deeper customer insight and support a global customer-centric experience by:

  • Presenting a single enterprise-wide view of your customers
  • Gaining a deeper understanding of customers by integrating internal and external data
  • Localizing data to ensure your information is relevant for your global or regional customers

THE THREE MOST IMPORTANT STATS YOU NEED TO KNOW ABOUT FINANCIAL SERVICES

In this short video, Aberdeen Research Group shows the numbers to keep in mind

Dive Deeper

https://cdn2.hubspot.net/hubfs/659257/MISC/Design/Stibosystems/img/resource_library/Financial_Services.png
solution brief

STEP for Financial Services

Gaining the information edge in the challenging financial services industry, with Master Data Management

Download now

https://cdn2.hubspot.net/hubfs/659257/MISC/Design/Stibosystems/img/resource_library/Financial_Services_Insurance.png
solution brief

STEP for Insurance

Using data to handle disruption and compliance in the rapidly evolving insurance industry

Download now
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