Customer Data
Liberating Data and Redefining Customer Engagement
Personalized Relationships Start with a Complete View of Every Client
01
The complete client view
In private banking, lasting relationships are built on trust and personalized financial guidance. When client data is spread across transactions, investment accounts, insurance policies, and loan applications, relationship managers cannot see the full picture they need to provide it.
At Novabiz, we believe liberating client data, by bringing it together in one place, is the first step to redefining how financial institutions engage their clients.
02
Our approach
A Complete Client View
We consolidate client data from legacy systems, transactions, and applications into a single profile.
Every Interaction in One Record
We bring communication across email, phone, and social media into the same view.
Compliance Built In
We streamline risk management and integrate identity verification to strengthen KYC compliance.
Insight Led Engagement
We use analytics to identify cross sell opportunities based on client preferences, behavior, and financial history.
03
In practice: a US banking institution serving high net worth individuals
A US banking institution catering mainly to high net worth individuals provides dedicated relationship managers and services including investment management, estate planning, private banking, and specialized lending. Its client data was fragmented across systems, communication logs were scattered, risk assessments were manual, and relationship managers had limited visibility into clients' financial goals, investment preferences, and life events.
We implemented Salesforce Financial Services Cloud to give relationship managers real time insights and a comprehensive view of each client's financial profile, supporting personalized financial planning, goal tracking, and risk management.
04
Why it matters
When relationship managers can see each client's goals, preferences, and history in one place, they can respond faster and offer advice that fits. For the bank, that meant a 20% improvement in responsiveness and a 15% increase in client satisfaction, alongside an 80% improvement in audit readiness.
Measured impact
Start a conversation
Is your client data spread across systems?
Tell us where your client information lives today and what your teams need from it. We will be glad to discuss it with you.
