Case Study: First Tech improves member experience and reduces risk with Reltio

First Tech moves from product- to member-centricity

First Tech Federal Credit Union partnered with Reltio to address siloed member data that was slowing service and marketing, creating duplicate records, complicating consent management, and increasing fraud-prevention challenges. The organization needed a way to unify operational and analytical data so teams could deliver more personalized, accurate, and timely member experiences.

Reltio’s Connected Data Platform provided operational and analytical master data management, two-way integrations with core banking, CRM, loan origination, analytics, and AWS-based systems, plus centralized consent and networked household relationships. With Reltio, First Tech consolidated profile records from 7.2 million to 2.4 million across nine major systems, reduced duplicates by 62%, and verified 92% of addresses for 2.1 million profiles, improving loyalty, cross-sell opportunities, compliance, and identity resolution.

First Tech

Leland Knell

Senior Director, Data Business Practices