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Verato for Financial Services

Confidently knowing who is who™—including prospective customers, account holders, beneficiaries, and members—at every stage of the customer journey. Connect, identify, enrich, manage, and activate person and organization data in one frictionless and scalable platform

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Verato enables your critical strategic objectives with complete and trusted data

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360-degree person view

Link products and accounts for an individual to get a complete view of their history and participation with your offerings

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Marketing campaigns and attribution

Understand if leads or members convert to account holders, and for which products; grow customer loyalty and footprint across products

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Beneficiary management

Streamline the inheritance process for beneficiaries who are also account holders; market appropriate financial services to beneficiaries who are not yet customers

The Verato Approach: Comprehensive end-to-end person and organization data management in one platform—easy to implement out of the box

Connect

Frictionlessly integrate all sources of data with pre-built connectors to cloud apps, REST APIs, batch, and more.

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Identify

Resolve and verify identities across sources, with our patented approach to Referential Matching™ and patent-pending Match Tiers™ technology, and robust identity verification verified by CLEAR™.

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Enrich

Automatically match and integrate enrichment data to fill gaps, for more successful outreach and marketing and to power advanced analytics; automatically verify addresses for outreach and geo-coding analytics/list building.

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Manage

Master person and organization data, including relationships across domains, with flexible data models and Verato Smart Views™ technology. Deliver the right information/attributes to the right systems to power workflows.

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Activate

Activate your business processes and workflows with complete and trusted data to optimize interactions and insights.

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Verato enables a complete and trusted view of people and organizations

Verato customers create exceptional experiences, grow customer loyalty, drive operational efficiency, and power advanced analytics and cloud computing by solving the problem that drives everything else: knowing who is who. Speak with a Verato expert today to learn how we can support your strategic objectives with our comprehensive, end-to-end platform for person and organization data management.

Book a strategy session
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Everything you need for end-to-end person and organization data management

Our comprehensive end-to-end approach to master data management means you can get everything you need to connect, identify, enrich, manage, and activate person and organization data—in one frictionless and scalable platform. No compromises. No cobbling together point solutions or over-investing in under-performing homegrown solutions that require maintenance and updating.

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Leaps and bounds more accurate than traditional solutions

Our patented approach to Referential Matching™ is third-party verified to be dramatically more accurate than other customer matching approaches in the market. Patent-pending Verato Match Tiers™ enables lower-quality data sources like leads and marketing data to be tiered and matched without impacting higher-quality customer data. This technology helps your organization target the right customers and attract new ones with personalized marketing.

Download the white paper
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Proven performance at enterprise scale

As a modern SaaS solution, Verato is proven to have the highest performance and reliability even at a massive scale. Verato routinely supports customers with 100M+ identities, 10M+ transactions per day, and 150+ transactions per second.

Download the data sheet
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Support that’s always on and always customer-obsessed

At Verato, we are invested in supporting you right from the start of your identity data management journey. From the configuration of the Verato platform to meeting your specific objectives through ongoing adoption, we are dedicated to delivering exceptional customer experiences and ensuring your success.

Learn more about customer success plan