We provide client-specific data cleaning and enrichment processes that consider your business rules and exceptions. Our proprietary technology, industry knowledge, and tailored services ensure complete and accurate data, with sales and asset data scrubbed down to the rep level.
Working with the client to put in place clear policies and procedures for data management, including data collection, retention, and cleaning
Ensuring the client’s data is accurate and error-free
Designing data processes and infrastructure that can easily handle the client’s increasing volumes of data as the organization grows
Includes contact information for registered and non-registered advisors for over twenty wirehouses and includes key hard-to-find Advisor information; View sales, redemptions, net, and assets for the whole team or for individual advisors within teams. The information we provide allows our clients to identify and target the right individuals with teams to increase sales and market effectives.
We maintain a master copy of firm, rep, and advisor data with accurate contact information. Clients can obtain prospecting information for reps/advisors, regardless of whether they have had any sales with the firm, to target potential new business.
We have a unique customer servicing model that ensures consistent communication and rapid responses to client inquiries. In addition to our 24×7 Customer Support team and free unlimited training, we provide a dedicated Primary Resource (PR) who serves as the main point of contact for our data stewardship team. Our PR oversees our client-specific data cleaning processes, provides the client with daily updates, and is available to answer questions on data-related topics, including information presented in the MARS dashboards and reports.
