Data Services

Data Services Icon Data Services | Data Hygiene

Discovery Data will match, clean and expand your financial services industry firm and professional profiles in your CRM system or other data warehouse. 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.

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 & Recommendation Report, which includes counts of:

  • Reps who are now at different broker-dealers

  • Added and corrected addresses, phone numbers and email addresses

  • CRD #'s added

  • Firms and reps no longer in the industry

  • Duplicate records that can be removed or merged

  • 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.


  • Dramatically improve productivity of sales and marketing teams

  • Lower ongoing data management costs

  • Increase customer satisfaction through expanded outreach

  • De-dupe and add 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.
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Data Hygiene

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. Next, a programmatic match process is run to find exact matches. All remaining records are reviewed manually by a team of experts.

Data Hygiene

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Analysis & Recommendation

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