Case Study: First Horizon achieves CECL compliance and a single customer view with Profisee

First Horizon - Customer Case Study

First Horizon Corp., a regional financial services company with $85.1 billion in assets, 7,500+ associates and 417 locations, faced a legacy data platform that could not support CECL compliance, identify and manage customer reference data (addresses, key identifiers), or handle complex, changing customer workflows. They engaged Profisee to modernize their data platform and address these regulatory and operational challenges.

Profisee implemented a Master Data Management (MDM) solution with automated matching and mastering, golden records, and streamlined customer onboarding workflows to create a clean master customer list for CRM. The Profisee deployment met the CECL compliance timeline, removed duplicate customer records, eliminated data-entry errors across the workflow, delivered fast time-to-value, and enabled better cross-sell/upsell opportunities.

First Horizon