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Re-connecting firms with goneaway clients, and clients with forgotten assets.
Market leading data analysis, client contact tracing, and multi-channel communication network to put you back in touch with consumers that have money and assets left in their accounts.
To learn more read our blog post on why you should care about returning funds to dormant clients, and how you harm your clients by not doing so.
What do we do?
Maintaining Active Client Relationships
We conduct annual pro-active identification, tracing, and multi-channel communication to dormant clients to let them know they have money to reclaim.
We improve the outcomes for your consumers by giving them the best chance of being informed of their dormant funds and assets, and giving the instruction to withdraw or donate them to charity in accordance with CASS rules.
Reclaim Portal
The ability for clients to validate their claim online, and place an instruction to donate to charity or pursue a withdrawal as they wish.
MI & Evidence Report
A detailed results report and evidence pack that ensures you have all the information required for future audit requests.
Data Clean
A full reconciliation of your client contact data against our records to check for accuracy and identify deceased and moved-away clients.
Communicate
A multi-channel, technology driven communication campaign across 4 mediums for comprehensive engagement results.
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