Case Study: Financial Services Mutual Holding Organization achieves trusted data and improved service delivery with Informatica

Understanding Data for Smooth Insurance Operations Automating and Scaling Data Governance, Quality, and Management

This fast-growing Financial Services Mutual Holding Organization, a national provider of life, disability, long-term care insurance, annuities and employee benefits, needed to transform its data practices. With critical insured and policy data reliant on manual processes and limited enterprise governance, the company lacked trusted, discoverable, and traceable metadata and needed higher data quality to support next‑gen analytics and better customer service.

Working with Deloitte, the company standardized on an integrated Informatica stack—Axon Data Governance, Enterprise Data Catalog, and Data Quality (with PowerCenter and a Tableau extension)—to operationalize governance, scan and catalog metadata, and monitor data reliability. The deployment delivered Google‑like data discovery, improved data quality that enabled a shift from descriptive to predictive and prescriptive analytics, faster service delivery, stronger compliance, and a jump from near‑zero to enterprise data‑management maturity in about 18 months.