The Ultimate Prize: A Comprehensive Customer Record
A Kenway client in the financial services industry established a growth strategy based on the concept of a centralized, holistic experience for its clients and client servicing personnel. However, the organization realized it had a problem; its client and prospect data were
incomplete, poorly managed, and siloed across three business units which meant that its systems did not have a mechanism to connect the information from one business line to the other. With inadequate Data Governance in place, the client was struggling to address the issues and was at risk of failing to achieve its strategic vision.
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