Customer Data Integration

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Our clients benefit from automation associated with leverage of interfaced customer data in a variety of ways, including relationship management, service process delivery and Business Process Automation workflows that use account-level and customer-level data.

Data transformation services such as matching, deduping and relationship aggregation can be brought to bear on your deployment initiatives for elements like profitability, automated retention tracking, team-serviced client definitions, sales growth and many other metrics at the client, RM, team, branch office and regional level.

Data on marketplace potential prospects can also be integrated including D&B lists, Money Market directories, etc. to support your Sales Process initiatives, and also append data for existing customers.

Key Business Functions & Features

• Accounts from source systems

• Contacts, CIF & Employee Integration

• Relationship/Householding Integration

• Scorecard Tracking of Growth/Sales/Retention