Data Streamlining
Data Streamlining is the process of ridding your database of duplicated data. There are many circumstances where this issue might arise - the same customer may be listed several times or on more than one of your systems due to human error or poor programming. Whatever the cause, it can cost your business time and money and annoy your customers when mail merging or sending e-communications, they could potentially be contacted twice.
Depending on your needs, data streamlining can strip out the duplicates or tag the duplicate clients. Doing so will ensure the integrity of the system, maximise your return from marketing activity and assist with regulatory compliance. We also have modules that can detect duplicate clients or duplicate brokers before they are saved to the database.