Bulk Data Download

Bulk Data Downloads can be obtained, in an industry standard .CSV file, from a number of product providers on a regular basis and can be input in to commonly used software such as an Excel spreadsheet.

They consist of a data file of current client and policy information and include valuations for certain funds or contracts for the agency or agencies associated with the adviser firm.

They are particularly useful when used to update or refresh the client database with a view to identifying the profiles of customers who may be suitable for adviser lead generation programmes – for example customers with a short term bond product that is nearing its vesting date.