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 workflow elements 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 imported including purchased lists, seminar attendees, affluent lists, EB plan participants, future fee prospects, charities, etc. to support your Sales Process initiatives.

Key Business Functions & Features

• Accounts from Source Systems

• Contacts, CIF & Employee Integration

• Relationship/Householding Integration

• Scorecard Tracking of Growth/Sales/Retention