Case Study: Major Public Financial Services Company achieves a single source of truth for contact data with Informatica

Public Financial Services Company Elevates Client and Employee Experience

Public Financial Services Company, a Fortune 500 guarantor that keeps mortgage capital flowing, faced fragmented, siloed contact and loan data across CRM, marketing and identity systems. Incomplete, duplicate, and inconsistent counterparty records disrupted workflows, delayed servicing, and hindered the company’s digital transformation goal of creating a single source of truth and real‑time integration with downstream systems like Salesforce.

The company implemented Informatica Master Data Management and Data Quality to cleanse, deduplicate, enrich and master contact records, then used Informatica Intelligent Cloud Services to orchestrate real‑time delivery to Salesforce and expose services to Apigee for secure API management. The result: a reusable golden‑record repository that gives employees mobile access to complete, consistent contact data, improves customer service and data stewardship, reduces duplicates, and accelerates secure digital transformation across hybrid cloud environments.