Many organisations have a CRM system with details of financial intermediaries or other FCA regulated firms and individuals.  But who is maintaining that data?  How high is it on their list of priorities?  How well are they doing it? 

We have encountered many examples of people who have left the industry or moved firm many years ago, and many more of people that should be on the firms’ radar that simply weren’t known about.

We offer a free audit to assess and report on the quality of your existing data and how we can improve it.  We then work with you to cleanse and update the system on a quarterly or half yearly basis to optimise your distribution reach and keep the sales team focussed on bringing in business.

So why not email us now at for your free audit to see how we can work together to improve your CRM effectiveness?

Request a free audit of your current data

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