Case Study: Financial Services Firm achieves a 360° view of customers and vendors with Profisee to boost revenue and reduce costs

Financial Services Firm - Customer Case Study

Financial Services Firm, a diversified financial technology, trading, and information services provider (US$3.5B revenue, 3,800 employees), needed a single 360° view of customers and vendors to increase overall revenues, raise revenue per customer, optimize cross‑platform sales and lower vendor costs. The firm faced multiple customer/vendor definitions across eight operational systems and Salesforce, required robust reporting and easy integration, and found an initial attempt using MDS insufficient.

Profisee implemented its master data management solution, using Salesforce and dun & bradstreet (D&B) connectors and off‑the‑shelf reporting tools to consolidate customer and vendor records and integrate with operational systems. The Profisee solution delivered a unified 360° view, supported richer reporting, shortened time to market, and reduced development costs—enabling better cross‑platform sales optimization and progress toward the firm’s revenue and cost targets.