About a-team Marketing Services
The knowledge platform for the financial technology industry
The knowledge platform for the financial technology industry

A-Team Insight Blogs

Siperian Launches New Solution to Help Financial Services Companies Operationalise Customer Centricity

Subscribe to our newsletter

Siperian, a provider of a multi-domain master data management (MDM) platform, today announced the availability of its Extended Customer View Solution for financial services companies. The company’s latest solution offers a flexible and scalable approach that enables financial services companies to operationalise customer centricity while increasing business agility and speed.

Siperian’s Extended Customer View presents financial advisors and service delivery personnel with previously unavailable views of family, business and employee relationships. By allowing easy access to these information assets, financial service firms can deliver relevant cross-sell and up-sell offers and provide more tailored loyalty building service.

Financial services executives have always recognised the benefits of adopting a customer-centric approach. Yet, existing account-centric systems and disparate data silos prevent them from “operationalising” customer centricity to drive customer loyalty, revenue, profit and competitive differentiation. The root cause of this issue is the data – in particular – the lack of visibility and access to consolidated and connected customer data across the institution. As a result, financial advisors and service delivery personnel spend the majority of their time searching for and manually reconciling data from multiple systems and disparate data silos across the enterprise.

“Most approaches to operationalising customer centricity in point-to-point integration environments fail to meet expectations. Costs increase exponentially when IT needs to create customised retrieval of customer and product data from each data source,” commented Bill Bradway, managing director, Bradway Research. “This problem is magnified when data is duplicated among numerous disparate applications, systems and data sources. As a result of the associated cost and complexity, many financial institutions are prevented from pursuing and capitalising on the growth opportunities of successfully operationalising customer centricity.”

Subscribe to our newsletter

Related content

WEBINAR

Recorded Webinar: Taking a holistic approach to buy-side data management

As data volumes and complexity continue to increase, buy-side data management is at an inflection point. Manual processes and data siloes are no longer fit for purpose, and firms need to take a more holistic approach to data management that not only reduces manual intervention and cost, but also increases data access and accuracy for...

BLOG

GLEIF Extends LEI Mapping to OpenCorporates Global Database of Legal Entity Data

The Global Legal Entity Identifier Foundation (GLEIF) has linked LEIs to corresponding records in the OpenCorporates global database of legal entity data, one of the largest open databases of companies in the world. With LEIs natively available in the OpenCorporates database, cross-referencing between the datasets will facilitate a range of compliance, surveillance, and due diligence...

EVENT

TradingTech Summit London

Now in its 13th year the TradingTech Summit London brings together the European trading technology capital markets industry, to explore how trading firms are innovating in today’s cloud and digital based environment to create flexible, scalable trading platforms to support speed to market and business agility.

GUIDE

RegTech Suppliers Guide 2019

Welcome to our brand new RegTech Suppliers Guide. This unique guide provides detailed data profiles on close to 100 suppliers in the RegTech world, offering you an unrivalled selection of solutions for your most pressing financial regulatory challenges. The aim of the A-Team’s RegTech Suppliers Guide is to steer you through this complex marketplace, offering...