Customer Data Integration

Competition for clients is fierce in the investment industry today. With a limited pool of qualified households to work with, most investment companies find it prudent to focus first on retaining existing clients and then work to locate and develop new investors.

Retaining clients is all about personal service and recognition. These individuals entrust investment services firms with their money and expect them to know them and understand their needs. When they don’t, that trust is violated and they look for another company to handle their account.

A common problem for investment services companies is that they are involved in many different forms of financial services, and these separate business lines aren’t able to share client information efficiently. So, the chances for a client to contact the company and go unrecognized — and unappreciated — increase significantly.

Acxiom CDI-X™, our customer data integration solution, solves this problem by bridging the gaps between business lines and bringing together disparate pieces of client information, quickly and accurately with no changes to their existing technology infrastructure or organizational structure.

So, however and wherever customers contact an investment firm, they are immediately recognized. With each interaction, the firm has the opportunity to build a stronger, longer and more profitable relationship with them.

Technology

CDI-X is based on Acxiom’s proprietary AbiliTec® customer data linking technology, which provides a significant competitive advantage because it integrates data in real time to enable relevant interactions by phone, in person or on a website.

Benefits

Acxiom’s CDI-X helps investment services companies:

• Eliminate “data islands” and share client information quickly and seamlessly across the company.
• Increase the accuracy of client information by using AbiliTec links to compare customer data to that stored at Acxiom.
• Improve Customer Relationship Management efforts by having current data available to make client communications more relevant.
• Enhance knowledge about your clients. From lifestyle and life stage to purchasing habits and preferences, Acxiom can provide an incredible amount of information to help meet clients’ needs more efficiently and accurately.

Implementation

• Installing Acxiom CDI-X involves minimal disruption to existing IT structure.
• CDI-X is scalable to meet companies’ specific requirements, whether they are multi-store or multi-national.
• Acxiom leads the industry in implementing these types of data solutions. Working with the most knowledgeable and experienced individuals in this field speeds implementation and minimizes the potential for errors.

> Learn More

Solution Finder

Select an industry from the list below, or explore our product categories.