Track, Verify, and Cleanse: Ensuring Data Quality at Every Step
We understand that data integrity is paramount. That’s why the Contengo Data Engine incorporates meticulous data cleansing techniques, ensuring the quality and completeness of your information. Every change made is documented in a full audit trail, allowing you to track and verify modifications effortlessly. Our commitment extends further as we continually validate your data against reference sources, eliminating gaps and errors that might otherwise go unnoticed.
Data cleanse will:
- Reconcile the list of clients and policies held on each provider/platform with what’s in your back office to make sure there are none missing or there when they shouldn’t be (status checking)
- Push policies and clients into the back office from providers where they are missing and remove those that need to go.
- Check that policies are receiving valuations through the CRM if it has been set up to do that.
- Identify duplicates clients and de-duplicate.
- Fill in supplementary/missing information gathered from multiple data sources to complete missing fields.
- Identify households that should be linked and link those together
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Facts & Figures
28bn
Total AUA of our customer base
8000
Number of end users with a Contengo Login
680
firms with a login to Contengo applications