Poor data quality costs the financial services industry billions of dollars every year in wasted labor and billions more in missed opportunity. Discovery Data is the recognized data hygiene expert in the financial services industry, having completed large and complex projects for many of the largest asset managers and broker-dealers, encompassing hygiene of over 3.7 million client CRM records.

Learn at NO COST or obligation what the condition of your data is and what it would require to clean it up by taking advantage of our Free Data Hygiene Analysis & Recommendations Report, which includes counts of:

• Reps now at different broker-dealers
• Added and corrected address, phone and email
• CRD #'s added
• Firms and reps no longer in the industry
• Dupes that can be removed
• And much more

With this report you will know exactly what it will take to clean up your data, how much data will be added, how long the project will take to complete and what the cost will be. The results contained in the report usually present a dramatic picture of the positive impact a Discovery Data hygiene project can have on your records.

If engaged to complete your project, Discovery Data will match, clean and expand your financial services industry professional and firm profiles to help hygiene your Customer Relationship Management (CRM) system or any other database. Our Data Hygiene efforts de-dupe your records, flag those firms and reps no longer in the industry, correct all data fields, add valuable profile data and provide an updated file for integration back into your CRM system.

How it Works

Your data file is first properly formatted with fields parsed, normalized and standardized to prepare it for the matching process. Then it is matched to our comprehensive data warehouse, which contains an unparalleled amount of current and historical industry data. First a programmatic match process is run to find exact matches. All remaining records are reviewed manually by a team of experts. Learn More

Benefits

• Dramatically improve productivity of sales and marketing teams
• Lower ongoing data management costs
• Increase customer satisfaction through expanded outreach
• De-dupe and expand firm and rep profiles
• Remove firms and reps no longer in the business
• Add CRD #'s for easy future data maintenance

Learn how we have helped some of the largest and most successful organizations update, merge existing systems and migrate to a new CRM with our Data Hygiene service, and let us recommend a custom solution to help you and your team. Learn More