Generate business

The success of a marketing mailing campaign is ultimately dependent on how accurate and up-to-date your data is.

Bulk Data Download

Requesting lots of information from a provider's extranet will help towards ensuring that your records are up-to-date and give you a sound foundation upon which to build your business.
Using information from Bulk Data Download - such as up-to-date fund values - you can create proactive, targeted and personal mailings.
Amongst many other uses, Bulk Data Download allows you to better segment your clients so that you can target your offers with precision.
Bulk Data can come in various file formats - CSV, EXCEL, XML.
Learn more about Bulk Data Download.

View the Bulk Data Download Matrix (by Portal/Back-Office System & Product type)