Banking Customer 360 Data Product

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Creating a Customer 360 Foundation

A community bank struggled with fragmented customer data and limited analytics visibility. Curate helped establish a Customer 360 foundation that improved insight, reporting, and future AI readiness.

Our Approach

Curate worked with business and technology stakeholders to create a governed Customer 360 strategy built on scalable data products. The solution connected customer relationships, improved reporting, and enabled stronger analytics capabilities.
Developed seven aggregate data products to support Customer 360 and customer insights.
Established data flows across customer master, loans, notes, demand accounts, and commitments.
Used master data management and machine learning to connect customer relationships across banking products.
Enabled time-series analytics, dashboard consumption, and Salesforce interoperability.

Offerings Accessed

Customer 360 strategy

Data product delivery

Data and AI consulting

Analytics and reporting

Impact

Improved data governance by guiding users toward a centralized, well-managed reporting layer.

Enabled scalable onboarding of large data volumes through a stronger data factory setup.

Enhanced reporting and data quality through month-over-month and year-over-year time-series analysis and accelerated curation of core banking data.

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