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Focuses on providing data-driven insights, customer management, and analytical tools for investment banks to manage client relationships and drive sales.
Specialized CRM systems designed for investment banking relationship management and deal tracking.
More Investment Banking CRM
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Role-based Access Control Assign different permissions to users based on their roles within the organization. |
Refinitiv CRM is marketed as an enterprise-grade solution for banks, which typically requires robust role-based access control for regulatory compliance and large user management. | |
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Single Sign-On (SSO) Ability to authenticate users using the organization’s central identity provider. |
Corporate sites and integration materials reference support for SSO, including SAML and OAuth integrations, to work in large financial institution environments. | |
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User Activity Auditing Track and log user actions within the system for security and compliance purposes. |
Refinitiv’s regulatory focus and dedicated compliance materials emphasize user activity auditing for security and accountability. | |
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Multi-Factor Authentication (MFA) Enforce additional security with multi-factor authentication for user logins. |
Investment bank context and compliance materials suggest strong MFA support, standard in financial CRMs. | |
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Customizable User Profiles Configure user profiles with distinct fields for investment banking. |
Product documentation mentions configurable contact and user profile fields tailored for investment banking workflows. | |
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Delegated Administration Allow certain users to manage others’ permissions and settings. |
No information available | |
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Time-based Access Restrictions Restrict user access to the CRM to certain time periods. |
No information available | |
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Geolocation-based Access Permit or deny user access based on geographic location. |
No information available | |
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Concurrent Session Control Limit the number of concurrent logins per user. |
No information available | |
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Bulk User Import/Export Import or export user details in bulk for easier administration. |
References to large-scale user provisioning and system migration indicate bulk import/export capabilities. | |
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User Deactivation/Termination Easily deactivate or remove user accounts when necessary. |
User lifecycle management is standard in regulated sector CRMs; supported by vendor documentation. |
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Contact Database Centralized repository for client, contact, and entity data. |
The core CRM offering includes a robust contact database, centralizing client, contact, and entity data. | |
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Relationship Mapping Visual and data-driven mapping of connections among people and organizations. |
Product overviews and demos highlight relationship network mapping between clients and organizations. | |
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Custom Fields and Tagging Define custom fields and tags for segmentation and classification. |
CRM customization options include bespoke fields and tagging for client segmentation and workflows. | |
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Historical Interaction Logging Log all meetings, calls, emails, and notes with clients. |
Marketing literature advertises comprehensive logging of communications, meetings, and notes. | |
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Client Hierarchies Support parent-child and group structures for complex client organizations. |
The system supports enterprise client structures, which in investment banking typically require parent-child hierarchy support. | |
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Prospect Management Manage leads and potential deals in pre-engagement phases. |
Refinitiv includes lead and prospect management tools as part of its CRM platform. | |
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Bulk Contact Update Make changes to multiple contacts at once. |
Product reference architectures include tools for bulk operations on contacts. | |
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Contact Lifecycle Status Track status such as ‘active’, ‘engaged’, ‘former’, etc. |
Lifecycle status tracking is highlighted in market-facing product sheets. | |
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Data Deduplication Identify and merge duplicate contact/client records. |
Refinitiv emphasizes data quality and de-duplication in data management materials. | |
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Client Segmentation Group clients by sector, region, activity, and more. |
Segmentation by industry, geography, and deal size is natively supported. | |
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Advanced Search and Filtering Advanced search and custom filters for database use. |
Advanced database search and filter tools are a core part of Refinitiv’s CRM sales materials. | |
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Contact Import/Export Bulk import or export contact records. |
Bulk import/export of contacts is documented for onboarding and migration to Refinitiv CRM. |
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Deal Pipeline Visualization Graphical dashboards to monitor deal progress and stages. |
The product features dashboards and visualizations specifically for deal pipeline tracking. | |
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Customizable Deal Stages Define unique deal stages specific to your organization or sector. |
Customizable deal stages are standard, as shown in user onboarding guides. | |
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Deal Origination Tracking Track source and origination activity for new deals. |
Pipeline origination and source tracking are depicted in demo screens. | |
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Pipeline Value Calculation Calculate total value, probability, and pipeline metrics. |
Reporting modules include metrics for pipeline value and associated analytics. | |
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Mandate Documentation Repository Attach and manage mandate letters, IMs, and NDAs. |
Each deal can have associated documents attached, such as NDAs and mandate letters. | |
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Deal Team Assignment Assign internal users to deal teams for collaboration. |
Team assignment features are shown in workflow examples for collaboration. | |
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Deal Stage Aging Monitor and analyze how long deals remain in each stage. |
No information available | |
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Historical Deal Archive Archive deals and access full deal history. |
Historical archiving of deals, including past data, is referenced in compliance and reporting toolkits. | |
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Integration with Transaction Diligence Tools Connect CRM with financial modeling or diligence solutions. |
The solution integrates with diligence and financial analysis tools, notably within the Refinitiv/LSEG ecosystem. | |
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Notes and Task Assignment Assign tasks and track notes related to deals. |
Task and note assignment linked to deals and users is part of product demonstrations. | |
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Pipeline Filtering and Custom Views Customizable deal filtering and saveable pipeline views. |
Filtering and saving custom pipeline views are available in UI customizations. |
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Automated Task Triggers Automatically create tasks based on events (e.g. new deal, meeting logged). |
Automated task creation via workflow triggers is referenced in marketing materials and guides. | |
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Recurring Task Scheduling Set up recurring meetings, follow-ups, and compliance checks. |
No information available | |
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Activity Timeline Chronological view of all past and upcoming activities. |
Activity timelines including past and scheduled events are highlighted in product tours. | |
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Calendar Integration Sync CRM tasks and meetings to Outlook, Gmail, etc. |
Calendar sync with Outlook and Google is a selling point in integration documentation. | |
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Notification and Reminders Automated notifications for upcoming or overdue tasks. |
Automated notifications and reminders for tasks and meetings are included. | |
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Task Delegation Assign tasks and track delegation progress. |
Task delegation and monitoring are supported as part of activity management. | |
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Document Collaboration Share and co-author documents related to tasks/activities. |
Collaboration features include document sharing and co-authoring, as described for team workflows. | |
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Task Progress Reporting Automated reports on open, completed, and overdue tasks. |
Task progress tracking is built into dashboard and reporting modules. | |
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Bulk Task Creation and Editing Create or edit tasks for multiple deals/contacts at once. |
No information available | |
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Activity Approval Workflows Route tasks or activities for managerial approval. |
No information available |
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Email Integration Two-way integration with email platforms (Outlook, Gmail, etc.). |
Two-way integration with email systems like Outlook is standard for the Refinitiv CRM suite. | |
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Calendar Synchronization Bi-directional syncing with calendar systems. |
Synchronization with standard calendar systems is natively supported. | |
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API Availability Availability of well-documented REST/SOAP APIs for custom integrations. |
Open APIs are a core feature for enterprise clients to build custom integrations. | |
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Third-party Data Feeds Integration with market, news, or CRM data providers (Bloomberg, Refinitiv, etc.). |
Refinitiv integrates with market data providers including their own financial data ecosystem (e.g., Bloomberg, Refinitiv feeds). | |
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Mobile App Integration Linking with mobile applications for on-the-go access. |
Access through mobile apps and integrations is referenced in product FAQs. | |
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Document Management System (DMS) Integration Connect with DMS like SharePoint or Box. |
Integration with SharePoint, Box, and other DMS platforms is supported. | |
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Telephony/Call Logging Integration Log calls and integrate with provider systems (e.g., Cisco, Avaya). |
Call logging integrations are shown in workflow diagrams for sales and client interaction tracking. | |
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CRM Data Import Tools Bulk import historical CRM data from legacy systems. |
Bulk import tools for onboarding legacy CRM data are described for implementation teams. | |
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Collaboration Platform Integration Integrate with platforms like Microsoft Teams or Slack. |
Integration with Microsoft Teams and Slack is directly mentioned in newer documentation. | |
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Customizable Webhooks Custom webhooks for near real-time data flows. |
No information available |
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GDPR/CCPA Compliance Controls Tools and reporting to facilitate compliance with privacy laws. |
GDPR and CCPA compliance management is required in the banking context and featured by vendor. | |
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Regulatory Data Retention Ability to enforce mandatory retention periods for records. |
Mandatory data retention periods are specifically mentioned in compliance documentation. | |
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Complete Activity Audit Log Comprehensive tracking of user and system actions. |
Extensive audit logs for user and system activity are part of Refinitiv's compliance toolkit. | |
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Field Level Security Restrict visibility/editability of sensitive fields by user or group. |
Field-level security is emphasized for sensitive client and deal data. | |
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Encryption at Rest and In Transit Data is encrypted while stored and when sent across networks. |
Encryption at rest and in transit is a fundamental feature for financial services and certified by Refinitiv. | |
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Configurable Access Reviews Tools to periodically review and reconcile user access. |
No information available | |
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Data Masking Obscure sensitive data for non-privileged users. |
Data masking for confidential business, contact, or deal fields referenced in enterprise settings. | |
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Automated Compliance Reporting Generate required reports for auditors or regulators. |
Comprehensive compliance and audit reporting capabilities featured in regulatory sections. | |
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Intrusion Detection and Monitoring Real-time monitoring for unauthorized access attempts. |
Banking-standard intrusion detection and monitoring provided as part of platform security. | |
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Legal Hold Functionality Preserve records for legal or regulatory proceedings. |
Legal hold for records is a standard compliance feature in investment banking solutions. |
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Custom Dashboard Builder Create bespoke data dashboards for different teams or users. |
Refinitiv CRM includes custom dashboard builders for reporting and analytics. | |
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Ad Hoc Reporting User-friendly tools for custom, on-demand reporting. |
Ad hoc, on-demand reporting tools are demonstrated in product overviews. | |
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Scheduled Report Distribution Automate delivery of recurring reports to users/stakeholders. |
Automated, scheduled report distribution is supported for management and compliance workloads. | |
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Drill-down Capabilities Interactive charts and tables that allow exploration of underlying data. |
Interactive dashboards and analytics allow data drill-down within reports. | |
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Export to Excel/PDF Export report outputs in widely used formats. |
Export to Excel/PDF is a standard reporting function. | |
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Historical Comparison Reports Compare metrics across different periods, deals or teams. |
No information available | |
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Quota and Performance Tracking Monitor progress towards team and individual goals/targets. |
Quota and performance tracking is available for sales and pipeline management. | |
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Report Access Management Control which users have access to which reports. |
No information available | |
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Mobile-Optimized Dashboards Reports and dashboards accessible on mobile devices. |
CRM dashboards are mobile-optimized and accessible via apps and responsive web. | |
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Audit Trail of Report Edits Track changes to report definitions and access. |
No information available |
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Native Mobile Apps Dedicated apps for iOS and Android devices. |
Native iOS and Android apps are available for Refinitiv CRM. | |
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Responsive Web Interface Web interface automatically adapts to different device screens. |
Web UI is designed to be responsive for multiple device formats. | |
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Offline Access Ability to access and update records while offline. |
Offline data access and sync is a feature for mobile professionals. | |
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Mobile Push Notifications Real-time notifications on mobile for tasks, meetings, approvals. |
Push notification support is included in mobile apps. | |
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Mobile Document Capture Capture and upload documents/photos directly from mobile device. |
Mobile users can capture and upload documents/photos. | |
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Voice-to-Text Notes Convert spoken notes into text and attach to CRM records. |
No information available | |
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Mobile Search and Filters Powerful contact/deal search and filter capabilities optimized for mobile. |
Mobile search and filter functions are shown in mobile UI screenshots. | |
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Mobile Approval Workflows Approve deals, expenses, or activities while mobile. |
No information available | |
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Geolocation Logging Automatically log meeting/contact location info. |
No information available |
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Custom Entities and Relationships Define new business objects (e.g., ‘Pitch’, ‘Prospect’) and their links. |
Custom entities and new object relationship definitions are possible via Refinitiv customization tools. | |
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Workflow Automation Automate repetitive processes with configurable workflows. |
Workflow automation is available for process streamlining and compliance. | |
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Custom Field and Form Builder Create and edit custom fields or forms without coding. |
Custom fields and forms can be built in the admin UI, per product literature. | |
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Branding Customization Apply company branding, logos, and color schemes. |
Branding customization, including logo and color scheme, is possible. | |
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Scripting and Plugin Support Extend features using custom scripts or plugins. |
No information available | |
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Custom Notification Rules Set up custom alerts for specific business triggers. |
No information available | |
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Custom Dashboards and Views User/department-specific interface customization. |
Custom dashboards and user-specific views are supported in UI settings and admin docs. | |
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Multi-language Support Support for multiple languages across the interface. |
Multi-language support is part of the enterprise rollout toolkit. | |
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Dynamic Role Creation Create and assign custom roles/permissions. |
Role creation and custom permission sets are supported in system settings. | |
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Drag and Drop UI Customization Allow users to personalize certain interface elements. |
UI components can be tailored using drag-and-drop tools as shown in demos. |
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Deal Team Messaging Internal chat or messaging specific to deals/clients. |
Internal messaging related to deals/clients is available for collaboration. | |
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Shared Notes and Annotations Collaboratively edit and comment on CRM records. |
Collaborative notes and annotations are described as team features. | |
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Internal Social Feeds Internal feeds to broadcast deal or account updates. |
No information available | |
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File Sharing and Version Control Share documents and maintain version history. |
File sharing and version control is integrated for deal documents. | |
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Document Check-in/Check-out Prevent conflicts by controlling document edits. |
No information available | |
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Team Taskboards or Kanban Boards Visualize progress and responsibility across teams. |
No information available | |
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Collaborative Meeting Scheduling Book meetings and share availability within the team. |
Meeting scheduling and shared calendars are mentioned for internal team coordination. | |
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Comment Threads Maintain discussion threads linked to specific clients or deals. |
No information available | |
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External Stakeholder Collaboration Limited and secure sharing with clients or external advisors. |
Secure external sharing is described for client/advisor collaboration. |
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Automated Data Validation Automated checks for required fields, data formats, and logic. |
Data validation (required fields and data format checking) is built-in for quality control. | |
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Duplicate Record Detection and Merge Identify and merge duplicate contacts, companies, and deals. |
Duplicate record detection and merging functionality is highlighted in the product feature list. | |
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Data Enrichment Integration Automatically supplement records with third-party data. |
Third-party data enrichment (e.g. pitches, companies, people) available via Refinitiv and partners. | |
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Data Completeness Scoring Assess and score records for missing information. |
No information available | |
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Manual Data Review Workflows Route incomplete/suspicious records for manual resolution. |
No information available | |
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Bulk Data Update Tools Update large sets of data in a controlled manner. |
Bulk data update tools are included for administration and routine maintenance. | |
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Field Standardization Rules Standardize company names, titles, and more. |
No information available | |
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Automated Contact Validation Verify validity of email and phone numbers automatically. |
Automated email/phone validation is standard for compliance and outreach accuracy. | |
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Master Data Management (MDM) Integration Integration with bank’s central MDM systems. |
Master Data Management (MDM) integration with bank systems is supported for enterprise clients. | |
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Change Log for Data Edits Track all changes made to records for audit and rollback. |
Full change log and record audit trail functions are listed for regulatory and internal audit. |
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