Create Trusted Customer, Account, Policy, and Entity Data for BFSI
Artha helps BFSI organizations improve identity resolution, deduplication, golden records, entity management, relationship views, and Customer 360 foundations.
Banks and insurers deal with duplicate profiles, unlinked accounts, and siloed channel views. This fragmentation causes service delays, inaccurate marketing segmentation, and KYC compliance risks. Implementing Master Data Management (MDM) unifies customer, account, and policy domains, creating validated golden records across core channels.
Operational Data Capabilities
Our core capabilities cover the full modern data stack, ensuring robust pipelines, governance catalogs, and analytics delivery.
Automated Match & Merge Heuristics
Match records using configurable deterministic and probabilistic rules to group profile matches.
Golden Record Survivorship
Configure rules to select the most active, updated, and verified attributes across applications.
Household & Org Hierarchies
Map family accounts, household relations, distributor networks, and legal hierarchies.
Stewardship Workflows
Provide intuitive interfaces for data stewards to investigate record conflicts and validate merges.
AI-Powered MDM Enhancements
Accelerate data stewardship tasks using smart matching recommendations, deduplication heuristics, and automated alerts under human governance.
AI-assisted Matching Suggestions
ML classification identifies similar records with typos or varying formats.
Attribute Enrichment Alerts
ML profiles suggest completing missing fields (e.g. industry sector codes) from context cues.
Steward Task Prioritization
AI flags high-impact profile conflicts, sorting steward queues by business risks.
Critical Data Domains Covered
We structure, validation-check, and deduplicate primary data entities across financial operational books.
Customer & Member Master
Deduplicate profiles across retail banking, mobile apps, credit cards, and wealth services.
Policyholder Master
Unify customer information across auto, home, life, and health policy administration books.
Account & Relationship Master
Define ownership connections, linking customers to specific accounts, loans, and business partnerships.
Legal Entity & KYC Master
Harmonize corporate profiles, guarantors, and parent-subsidiary relationships for credit risk analytics.
Related Solutions & Services
Frequently Asked Questions
Common questions regarding our implementation architectures for BFSI MDM & Customer 360 Solutions.
Independent branch registries, application databases, lending platforms, and legacy core engines generate duplicate profiles over time. Mergers and acquisitions further expand system complexity.
Unifying product relationships, accounts, and contact points helps marketing and digital systems present accurate next-best-action alerts and personal offers.
Modernize Your BFSI MDM & Customer 360 Solutions Program
Connect with our data consultants to trace compliance pathways, run deduplication merges, and upgrade your databases.
