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The Mythical Customer Record in Financial Services

The siloed nature of financial services institutions presents challenges for attaining a complete view of customer relationships. Many obstacles traditionally have stood in the way of unlocking this critical information which all resides within the company…somewhere.

How can you attain a complete customer information file (CIF) – a unified customer record that pulls complete information from across systems automatically without having to move IT mountains?

Find out in this new whitepaper.