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Financial Services
We bring expertise in data management, analytics, machine learning, and AI to transform key functions for banks, credit unions, and financial institutions. Our work includes developing householding models that enhance hyper-personalization and improve customer engagement. With experience on platforms like Fiserv DNA, Pega Systems, Raymond James, EZLynx, and Eloqua, we’ve implemented Data Governance, unified customer and product data, and addressed data quality issues. Our analytics-driven approach empowers clients to tackle strategic and tactical initiatives, driving business growth and operational efficiency.
Our Financial Services Expertise
Compliance and Risk Management
We help financial services organizations ensure data accuracy and consistency across regulatory compliance, credit risk, operational risk, and anti-money laundering (AML) efforts. Our solutions maintain up-to-date risk data repositories, supporting comprehensive risk analysis, reporting, and regulatory compliance. By leveraging AI and ML, we identify patterns and anomalies in large datasets, enabling early detection of fraudulent activities and effective mitigation of credit risks.
Customer-Centricity and Personalization
We help banking institutions integrate, consolidate, and synchronize customer data across multiple channels and applications, providing a unified and accurate view through Master Data Management (MDM). This enables the customization of financial solutions and offers, delivering personalized product recommendations based on each customer’s unique needs and life journey. Additionally, we use Generative AI, chatbots, and recommendation systems to deliver proactive, time-based customer service that enhances the overall banking experience.
Financial Householding
We help banks improve their householding strategy with stronger data points, enabling more effective and hyper-personalized marketing which translates to additional qualified leads. By expanding the clustering and grouping of related parties beyond just shared locations, and considering the nature of relationships, our financial householding analytics identify enhanced customer acquisition opportunities. This facilitates individualized and personalized upselling opportunities that enable offers based on each existing customer’s time-specific life journey insights for higher success and an improved customer experience.
Product Data Management
We help financial institutions manage and maintain consistent, accurate product data across a range of offerings, including deposit products, loans, mortgages, credit cards, and investment and wealth management products. By utilizing Master Data Management (MDM), we ensure that product data is synchronized across multiple systems and channels, enhancing operational efficiency and providing a unified view of all products and services.
Client Success Stories
A US-based Credit Union
Fresh Gravity implemented a centralized Member Hub across five independent lines of business providing the foundation for member-specific personalized experience management to counter the business challenge of decreased market share driven by an aging member population. Improvements to the process and data resulted in singular profiles of customers, improved data quality and faster synchronization of updated customer data across the different business units and improved customer experience across the platform.
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An American Bank
The bank required a one-stop solution for their challenges of data manually maintained and synchronized by business teams across the organization. Information on branches and nonbranch facilities, including services offerings at each branch, was managed in silos by multiple business functions resulting in no reliable source of truth across the enterprise. Fresh Gravity implemented Location Master using Semarchy MDM that became the foundation for the bank’s website branch details and Location Finder service, as well as other internal applications.
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Other Industries
Life Sciences
Our deep understanding of the Life Sciences industry allows us to deliver tailored data management and analytics solutions that drive results for R&D, Clinical Development, and Regulatory Affairs.
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Hospitality
Our hospitality domain knowledge and expertise in managing organization and customer data enables a tailored guest experience and greatly improves brand loyalty.
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