Initiate Systems' acclaimed customer data hub links individual customer records together to deliver a single, complete view of your customers, on demand and in real time.

Initiate software can help you:

• Create a single, complete view of your customers across your lines of business by matching and linking records on demand—without moving large volumes of data, standardizing database schemas or managing customer identifiers
• Improve cross-selling and up-selling capabilities by knowing, at the point of service, exactly which products and services each customer has
• Consolidate all the information and accounts for a specific customer, household or organization, which can help improve first-pass rates, reduce marketing expenses and the lower costs of resolving customer issues
• Reduce risk associated with underwriting activities, bad debts and mismatched assets and liabilities
• Identify customers across systems and sources, including external lists, even if the customers have used nicknames or aliases. This capability helps you improve customer service and better comply with regulations such as the USA Patriot Act, Sarbanes-Oxley, Gramm-Leach-Bliley and others

 Learn more about how Initiate software works.