Case Study: IBERIABANK achieves CECL compliance and unified customer master data with Profisee

IBERIABANK - Customer Case Study

IBERIABANK, a regional financial services firm founded in 1887, faced a legacy data platform that relied on third‑party services and could not meet business needs or comply with CECL regulation. They needed the ability to identify, capture and manage complex customer reference data (including addresses) and a workflow to handle ongoing, changing customer information. IBERIABANK engaged Profisee to implement a master data management (MDM) solution to replace the legacy system and support regulatory and CRM requirements.

Profisee delivered a fast‑to‑implement MDM solution with automated matching and mastering, golden records, and redesigned customer onboarding workflows that created a clean master customer list for CRM. The Profisee solution met the CECL compliance timeline, removed duplicate customer data, eliminated data‑entry errors across the workflow, and established a risk strategy and future‑proof platform to enable cross‑sell and upsell opportunities.

IBERIABANK