Case Study: Hancock Bank achieves an insight-driven enterprise and customer 360 with Profisee

How Profisee helped Hancock Bank achieve their Insight Driven Enterprise

Hancock Bank, a trusted regional bank with about $20 billion in assets, 5,000 employees and 300+ branches, needed better master data to optimize sales and profitability. The bank struggled to master COA/GL and customer data across disparate systems, lacked unique customer records for targeted selling, and had no unified marketing platform — challenges they addressed with Profisee and a master data management (MDM) approach.

Profisee implemented a clean-match-master-harmonize MDM solution, consolidating customer records across 38 systems and enabling a CRM-driven Customer 360 and lead-generation platform. As a result, Profisee’s solution improved forecast accuracy by linking unique customer identities to forecasting, created cross-division revenue opportunities, enabled highly targeted lead generation via CRM analytics, and integrated MDM into operational systems to drive measurable business impact.

Hancock Bank