Financial & Insurance Services Solutions

31 Point Checklist for CASL Compliance

Cleanlist is Canada's largest provider of customer data solutions for the financial and insurance services industry. It helps banks, credit unions, insurance companies and brokerages nationwide by providing the specialized data and related resources needed to maximize the value of their customer data and to identify new customer opportunities.

  • Save costs and reduce time-to-market by outsourcing your marketing campaign data preparation work to Cleanlist.
  • Enhance your customer database maintenance program by providing address correction and mover update services. Get more reach by accessing both Canada Post NCOA and Cleanlist-proprietary PCOA move update databases.
  • Maximize customer value and up-sell / retention opportunities by identifying customers whose homes are listed for sale.
  • Optimize your calling programs and utilize SMS messaging by having Cleanlist flag cellular versus landline phone numbers.
  • Prevent fraud and improve customer care by identifying deceased account-holders quickly and cost effectively.
  • Be first to welcome new residents into your branch by subscribing to Cleanlist’s new movers list.
  • Quickly and reliably consolidate customer databases from multiple product groups or external suppliers.
  • Limit data sharing risks and improve the quality-control of your communication programs by having Cleanlist produce your customer-communication documents in electronic form and liaise with your mail house.
  • Identify and target prospective customers by acquiring a list of households that are within your branches’ trading area share ideal profile characteristics.
  • Canada’s only contact data solutions provider with a fully certified SOC2 and CSAE3416 data center to help protect your brand and your data.

 

To discuss how Cleanlist can help your organization,

call us at 1-800-454-0223 or email sales@cleanlist.ca