Common Client between Mortgage and Banking

The objective was to merge the customer records of Home Mortgage with the Banking System of Record for Customers. This would result in the formation of a single customer profile for all its 66 million clients. The purpose of this consolidation was to facilitate personalized outreach to clients and partners, by ensuring that only one mortgage loan officer can market to a customer. Additionally, the project aimed to provide visibility into all existing sales opportunities that a consumer is engaged across lines of business, to assist the associate in serving the customers’ needs.

Description

  • Bank of America

  • 11/2018

One common customer profile for a client regardless of line of business.