Single Customer View in CRM systems

Repetition & duplication are a thing of the past

Financial institutions hold many separate databases and can find it hard to achieve a single customer view. Maintaining accurate address records is critical in enabling companies to identify the same customer in different areas of the organisation. For example, one individual may hold a credit card, current account and loan or car and household insurance.

QAS can help in this process by ensuring that address details are correct and consistently formatted across all of your databases. The software can work through any database to verify, update and standardise existing customer records. This enables effective data migration and a complete picture of each customer.

Once a single customer view is achieved, opportunities to cross-sell and up-sell can be identified, enabling more effective marketing campaigns.