Tamr for Financial Services
Tamr’s human-guided, machine-learning solution drives transformational outcomes for top-tier financial institutions.
KYC and AML Compliance
Onboard
Onboard new clients with confidence
Match
Quickly match prospects against a variety of criteria and external data sources, such as GLEIF and sanctions lists
Monitor
Build robust data pipelines to monitor customers and their affiliates for abnormalities
Customer Experience
Tamr helped one of the top Canadian banks to implement a streamlined data pipeline for regular KYC matching across multiple languages and jurisdictions. This automated process achieved a 90%+ match rate for their customers against various key systems.
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Customer 360
360° view
Gain a 360 view of customer engagement across all sales, marketing, and CRM systems.
Understand and Segment
Understand your customers and accurately segment them to better target product offerings.
Analytic Insights
Leverage analytical insights to create customer upsell/cross-sell opportunities and reduce customer churn.
Customer Experience
Tamr helped one of the largest global banks deduplicate over 40% of their customer data across geographical locations and lines of business to gain better insight into their customers.
Spend Analytics
Understand and Optimize
Understand and optimize your supplier relationships.
Classify
Drive more efficient spending with more spend under management and better spend classification.
Better Outcomes
Increase the granularity of spend classifications to make better policy decisions.
Customer Experience
“In 30 hours of work, we accurately classified 75% of $12 billion Euros in spend, representing 6 million records.”
– Jean-Baptiste Anne
Head of Sourcing Methods & Information Systems,
Société Générale
Risk Analytics and Trade Reconciliation
Streamline
Streamline the automation of trade reconciliation.
Gain Efficiency
Reduce errors, complexity, and costs to track down transactions.
Speed
Shorten clearing and settlement cycles.
Insurance Claims Management
Processes
Gain insights into claims management processes.
Cost Savings
Identify and negotiate savings opportunities by understanding the service rendered and vendors used.
Insights
Better understand correlations of customer claims across systems.
Financial Services Firm Automates Mastering and Classification
Financial Institutions: A Billion-Dollar Problem
