Banking & Financial Services
Major Australian Bank: 360-Degree Customer Insight Discovery
← Back to all Case StudiesThe Situation
One of Australia's premier banking institutions required unified insight across vast corporate and retail customer portfolios, where relationship managers previously struggled to locate past customer correspondence, credit agreements, and compliance records.
The Problem
Customer information was severely fragmented across on-premises IBM mainframes, Documentum archives, SharePoint portals, and core transactional databases, resulting in slow query responses and customer frustration during advisory meetings.
The Search365 Solution
Search365 integrated high-speed enterprise connectors across all core banking platforms. We established real-time entity recognition for account identifiers, customer tax numbers, and corporate structures, fully trimmed according to Australian banking security boundaries and APRA compliance.
Exceptional Outcomes
Bankers reduced time spent searching for customer history from hours to milliseconds. Client satisfaction and audit compliance response times improved dramatically, with automated audit trails for every query executed.
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