The Opportunity
Financial teams relied on multiple $20K-per-seat databases, but analysts still spent hours reconciling conflicting information and manually updating CRM records. The combination of high software costs, slow research cycles, and poor data quality directly reduced deal velocity—making this a high-ROI area for process automation and workflow modernization.
Expensive data ecosystem
Maintaining several premium research tools created significant recurring costs.Excessive analyst time spent reconciling data
Manual comparison across platforms consumed hours daily per person.Low data reliability
Conflicting fields made it difficult to determine which information was correct, leading to CRM inconsistencies.Lost revenue opportunities
Outdated CRM entries slowed outreach and reduced responsiveness during key fundraising moments.
The Process
1. Diagnose the Workflow Challenges
Mapped the research and outreach process end-to-end, identified delays, data inconsistencies, and cost drivers, and aligned on success metrics for speed, accuracy, and CRM reliability.
2. Map the Data Landscape
Documented all internal and external platforms, how analysts used them, and where conflicting or incomplete information created operational risk.
3. Establish a Unified Data Structure
Designed a consistent model for firm and contact data—defining rules for schema alignment, deduplication, and how to resolve discrepancies across sources.
4. Prepare and Validate Information Flows
Cleaned and normalized incoming data to ensure that the system received accurate, comparable information from each platform.
5. Build the Unified Search Experience, Comparison Engine & CRM Sync
Developed a single interface that pulls results from every platform, compares them side-by-side through a dedicated comparison engine, highlights discrepancies, and enables one-click updates to Dynamics 365.
6. Deploy Securely with Governance & Monitoring
Launched the solution in a secure, access-controlled cloud environment with SSO, auditability, and monitoring to ensure long-term reliability.
7. Enable the Team for Daily Adoption Provided hands-on training, clear documentation, and support to help the team incorporate the new workflow into daily operations.
The Opportunity
Financial teams relied on multiple $20K-per-seat databases, but analysts still spent hours reconciling conflicting information and manually updating CRM records. The combination of high software costs, slow research cycles, and poor data quality directly reduced deal velocity—making this a high-ROI area for process automation and workflow modernization.
Expensive data ecosystem
Maintaining several premium research tools created significant recurring costs.Excessive analyst time spent reconciling data
Manual comparison across platforms consumed hours daily per person.Low data reliability
Conflicting fields made it difficult to determine which information was correct, leading to CRM inconsistencies.Lost revenue opportunities
Outdated CRM entries slowed outreach and reduced responsiveness during key fundraising moments.
The Process
1. Diagnose the Workflow Challenges
Mapped the research and outreach process end-to-end, identified delays, data inconsistencies, and cost drivers, and aligned on success metrics for speed, accuracy, and CRM reliability.
2. Map the Data Landscape
Documented all internal and external platforms, how analysts used them, and where conflicting or incomplete information created operational risk.
3. Establish a Unified Data Structure
Designed a consistent model for firm and contact data—defining rules for schema alignment, deduplication, and how to resolve discrepancies across sources.
4. Prepare and Validate Information Flows
Cleaned and normalized incoming data to ensure that the system received accurate, comparable information from each platform.
5. Build the Unified Search Experience, Comparison Engine & CRM Sync
Developed a single interface that pulls results from every platform, compares them side-by-side through a dedicated comparison engine, highlights discrepancies, and enables one-click updates to Dynamics 365.
6. Deploy Securely with Governance & Monitoring
Launched the solution in a secure, access-controlled cloud environment with SSO, auditability, and monitoring to ensure long-term reliability.
7. Enable the Team for Daily Adoption Provided hands-on training, clear documentation, and support to help the team incorporate the new workflow into daily operations.
The Opportunity
Financial teams relied on multiple $20K-per-seat databases, but analysts still spent hours reconciling conflicting information and manually updating CRM records. The combination of high software costs, slow research cycles, and poor data quality directly reduced deal velocity—making this a high-ROI area for process automation and workflow modernization.
Expensive data ecosystem
Maintaining several premium research tools created significant recurring costs.Excessive analyst time spent reconciling data
Manual comparison across platforms consumed hours daily per person.Low data reliability
Conflicting fields made it difficult to determine which information was correct, leading to CRM inconsistencies.Lost revenue opportunities
Outdated CRM entries slowed outreach and reduced responsiveness during key fundraising moments.
The Process
1. Diagnose the Workflow Challenges
Mapped the research and outreach process end-to-end, identified delays, data inconsistencies, and cost drivers, and aligned on success metrics for speed, accuracy, and CRM reliability.
2. Map the Data Landscape
Documented all internal and external platforms, how analysts used them, and where conflicting or incomplete information created operational risk.
3. Establish a Unified Data Structure
Designed a consistent model for firm and contact data—defining rules for schema alignment, deduplication, and how to resolve discrepancies across sources.
4. Prepare and Validate Information Flows
Cleaned and normalized incoming data to ensure that the system received accurate, comparable information from each platform.
5. Build the Unified Search Experience, Comparison Engine & CRM Sync
Developed a single interface that pulls results from every platform, compares them side-by-side through a dedicated comparison engine, highlights discrepancies, and enables one-click updates to Dynamics 365.
6. Deploy Securely with Governance & Monitoring
Launched the solution in a secure, access-controlled cloud environment with SSO, auditability, and monitoring to ensure long-term reliability.
7. Enable the Team for Daily Adoption Provided hands-on training, clear documentation, and support to help the team incorporate the new workflow into daily operations.
Our Solution
We built a unified interface that consolidates all financial data sources into one search, uses a comparison engine to resolve discrepancies, and syncs updates directly to Dynamics 365. The result is faster research, better data accuracy, and a consistently up-to-date CRM.
