Enrich — Keep CRM Data Clean, Accurate, and Current
CRM data enrichment, bounce management, and bulk contact updates — keeping sell-side CRM data clean, accurate, and current through automated sync and a centralized data repository.
Enrich keeps sell-side CRM data clean, accurate, and current through bulk contact updates, bounce management, and automated data synchronization. Employment changes, email updates, and contact deactivation workflows are managed directly through the interface — reducing manual cleanup effort and maintaining data quality across institutional CRM environments.
Institutional CRM data changes constantly. Contacts move firms, email addresses change, bounced emails accumulate, and inactive records remain inside coverage workflows long after the underlying data is no longer accurate.
- Bulk updates need manual intervention — Bulk contact updates require manual intervention across multiple systems.
- Bounce data isn't operationalised — Bounce data is identified but not operationalized into cleanup workflows.
- Employment changes stuck in spreadsheets — Employment changes remain dependent on spreadsheets and backend processes.
- Operational time spent reconciling — CRM teams spend operational time reconciling records instead of maintaining governance.
- Fragmented master views — Multi-implementation environments create fragmented views of account and contact masters.
How we Enrich your Data
Centralize CRM Master Data
Enrich provides a consistent view of account, contact, user, and employee records across multiple Prism implementations. One interface acts as a single source of truth for CRM master data management.
Identify and Process Data Changes
Enrich surfaces bounce signals, employment changes, contact updates, and new account records directly through the UI. Weekly updated data allows teams to process changes continuously without manual reconciliation workflows.
Execute Bulk Data Actions
Bulk employment changes, email updates, and contact deactivation are managed directly through the interface without backend intervention. Employment change data flows from Prism Data Management into Enrich through EMT.
Four operational capabilities to maintain CRM data quality
Designed to operate across sell-side environments at scale.
Bulk Data Operations
Perform bulk employment changes, email updates, and contact deactivation directly through the UI. Routine CRM maintenance workflows are completed operationally without manual table edits, scripting, or backend intervention.
Bounce Data Management
Weekly updated bounce data is available directly within Enrich. Bounce signals help teams process employment changes, contact deactivation, and CRM cleanup workflows without separate reconciliation processes.
A Single Source of Truth
Enrich provides a centralized operational layer over your CRM data. Account, contact, employee, and user records remain aligned across implementations through one reference environment.
UI-Driven Data Actions
Data maintenance workflows are executed directly through the interface instead of backend reconciliation processes. Teams can review, validate, and process CRM data changes without relying on technical resources.
Connected across CRM data management workflows
Enrich connects directly to the Prism Data Management module, allowing employment change data and operational updates to flow between both systems through EMT.
Data workflows connected
Core operational functions
The platform operates continuously across large institutional contact environments — maintaining CRM data quality operationally instead of through periodic cleanup projects.
Built for teams responsible for CRM data quality
CRM data managers responsible for contact and account data quality
Operations teams performing bulk updates across institutional databases
Technology and data teams managing multi-implementation Prism environments
Compliance and governance teams requiring accurate and auditable CRM records
CRM data quality is not maintained through manual cleanup cycles. Enrich operationalizes it continuously.
Bulk employment changes, bounce management, contact deactivation, and centralized CRM master data — connected directly to Prism and managed through one operational interface.
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