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Data Management Solutions for Banks and Credit Unions

How can banks and credit unions unlock value from their data?

Legacy cores, siloed reporting, and brittle integrations keep customer insights fragmented and limit agility. Passerelle modernizes data estates with Snowflake and prebuilt accelerators, delivering Account and Member 360 views, regulatory-ready governance, and AI-enabled insights. With proven frameworks, flat-fee packages, and subject matter expertise, institutions gain clarity, independence, and scale.

Data Management Solutions for Banks and Credit Unions

Modernize your data estate to improve customer insights, compliance, and growth.

Community banks and credit unions face rising competition, stricter regulatory requirements, and customer expectations shaped by digital-first experiences. Traditional reporting can’t keep up with these demands. Modernization makes it possible to:

  • Consolidate siloed deposits, loans, and customer data into a single governed platform.
  • Improve compliance reporting and audit readiness with automated governance.
  • Unlock Account/Member 360 views for stronger engagement and retention.
  • Drive marketing and growth initiatives with household-level enrichment and segmentation.
  • Achieve core independence, reducing reliance on legacy providers and enabling composable banking.

How It Works

Passerelle helps institutions move from legacy-bound data silos to modern, governed data estates. Using Data Rocket, we provide prebuilt connectors for leading cores (FIS, Fiserv, Jack Henry, COCC, CSI, and others), standardized data models, and automated quality checks. Data is ingested into Snowflake, mastered, and enriched with third-party datasets, enabling predefined dashboards and AI-ready pipelines. Institutions can start with high-impact use cases like deposit analytics or compliance dashboards and expand toward predictive modeling, next-best product recommendations, and advanced AI.

Customer Testimonials

We are partnering with experts who can meet us where we are and help us move forward with confidence.

Traci Michel, Chief Operating Officer and Chief Strategy Officer at Metro Credit Union

Customer & Member 360

Gain a unified view of customer and member relationships by consolidating deposits, loans, and interactions. Enable householding, relationship mapping, and lifecycle insights for more personalized engagement.

Core Independence

Break free from core-centric architectures with governed access to data in Snowflake. Build composable digital banking services and reduce reliance on legacy reporting tools.

Compliance & Regulatory Reporting

Simplify compliance with automated data classification, audit trails, and fair lending monitoring dashboards. Stay ready for regulatory changes with policy-driven governance.

AI Readiness

Prepare data pipelines and governance frameworks that support predictive attrition models, engagement scoring, and generative AI assistants. Build confidence in AI adoption with enablement programs.

Marketing & Growth Enablement

Enhance marketing with account- and household-level enrichment. Deliver next-best product recommendations, segmented campaigns, and attribution across channels.

Operational Efficiency

Streamline processes with branch performance analytics, fraud detection alerts, and automated reporting. Free staff from manual reconciliation tasks to focus on higher-value work.

Agile Data Governance

Data Governance is NOT an All or Nothing proposition. With Agile Data Governance, you can use an iterative, collaborative approach to create scalable Data Governance initiatives, set best-practices, and build a Data Governance culture in your organization. We a complimentary needs assessment, helping you identify easy Data Governance wins with an executive roadmap for execution. Learn more about Agile Data Governance here.

Financial Services Offerings

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Data
Rocket for Financial Services
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Snowflake
Highline
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Guide
to Modernization for Banks and Credit Unions

Frequently Asked Questions

Q: Can Data Rocket connect to our core system?

A: Yes. Passerelle provides accelerated connection for leading cores including FIS, Fiserv, Jack Henry, COCC, and CSI.

Q: How fast can we see results?

A: Many institutions achieve measurable value in 90 days or less, starting with predefined dashboards like deposit analytics or branch performance.

Q: Will modernization disrupt our daily operations?

A: No. Migration and integration are delivered in phases with parallel reporting to ensure continuity during transition.

Q: Do we need a large data team to manage this?

A: No. Passerelle’s enablement-first approach provides training and ongoing support so your team can operate confidently.

Josh Nash - Camden National Bank

Learn How Camden National Bank moved their data strategy to the Cloud – watch the video to hear from Camden National Bank’s SVP Josh Nash, or read the case study here. To learn how how to get started on your own digital transformation, keep scrolling to read about Data Rocket for Financial Services.

Case Studies

We help businesses harness the power of their data.

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Camden
National Bank
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Metro
Credit Union
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Avidia
Bank
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