Customer Matching Suite

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Tools to support a variety of needs for relationship management excellence are available via our data transformation suite. We work closely with your IT and data management specialists to assist with these needs below for customer data information management. As a financial services specialty provider, we are very expert in for example helping clients define holistic wealth relationships, business relationships and retail relationships from among the silo/d-data streams -- to best support team-based line activities.

Key Business Functions & Features

• Data Matching & De-Duping

• Data Merging & CIF Maintenance Support

• Householding & Relationship Compilation Matching

• Wealth Team Client Aggregator

• Business Team Client Aggregator

• Data Cleansing & CIF Key Maintenance

• CIF Integration for One-System Account Lookup/Mgmt

• Retail/Trust activities for Holistic View of Org/Execs

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