Rocket Data Virtualization at Work: Financial Services USE CASE The Problem A leading financial institution offers both retail banking and investment services to its customers. It has extensive data about its customers’ habits, stored in difficult-to- access mainframe databases. The institution wants to use this data to achieve three business goals: • Increase revenues by cross-selling and upselling customers more effectively • Make the best product offers at the best time and within the best context • Provide Call Center staff with a 360-degree real-time view of customers for quick and correct action By combining its internal mainframe data with external data—such as geospatial and social media—and analyzing the results in real time, the institution could predict what products c

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