Breaking Down Data Silos for Seamless Financial Journeys

Large financial institutions with multiple lines of business that address a cross section of customer services, need to ensure they comply with two key requirements. First: compliance with investment industry regulation regarding privacy and user consent for sharing of personal data across business lines. Second: ease of access and speed of technological implementation while avoiding friction and enabling innovative digital service discovery and increasing customer retention. Financial service companies need to enable improved customer workflows and minimize touch points and barriers for new service on-boarding.

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