Banking institution consolidates customer data with Master Data Management solution

What benefits could your organization realize with a single source of truth for all of your data?


The banking institution had varied customer data across six different systems, each managing specific business needs of the customer, like commercial, residential, collateral, accounts, trades, and support.
Users did not have any insight into the customer relationship across the bank, thus hindering their ability to make critical financial decisions.
A scalable platform was needed to define the customer as a single entity and allow all its interactions with the bank to be retained and displayed securely at any time.
A Master Data Management process was needed to avoid duplicate customer records and match/merge the data while transforming it into a Data Warehouse that captured all customer interactions.
leader bank case study

Our solution

OneSix provided the MDM strategy, design, and architecture and built out the C360 solution that included a cloud-based Data Lake, Data Warehouse, and a rules engine. The BI needs were also addressed.

A set of new technology and tools were introduced to the customer that best fit their needs. The technical team was trained on best practices to utilize the new tools and an operational model was established to support the solution.

Data was ingested at varying frequencies per system using different Fivetran connectors and direct near real-time database connections using Snowflake data share.

The strategic direction was provided to expand the use of the new tools in the other areas of the organization.


The customer’s relationship with the bank was consolidated into a single platform utilized by various entities like customer support, call centers, and decision-makers to offer products and services.

The bank was able to identify their most valuable customers, say, a customer with a large portfolio of commercial real estate, or extensive savings, requesting a residential mortgage.

The Master Data rules helped define the customer as a single entity, thus avoiding duplicate entries of customer records. The customer can tweak the rules engine as needed for any unique match/merge scenarios that were not covered


My experience was fantastic with OneSix. They listen to your query carefully and then are able to solve your issues within the correct time frame and reasonable price. Super knowledgeable team!

Ayush J.
SEP 28 2022

One of my favorite things about One Six is their willingness to work with us on whatever we need. Early on in the project, we determined we needed an additional tactical resource instead of an advisory one, and One Six happily switched out resources for us, ensuring we had what we needed to complete the project.

Pamela E.
NOV 8 2021

They dig in and help understand the problem, how to think about it, provide the best technical options of how to solve it, then execute as quickly as possible. This is by far the best way to help me make sure we're successful, and that I know what's being done and how to support it once they're finished.

Brandon H.
OCT 20 2020

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