The financial services industry relies on Firstlogic for Data Quality

Companies that provide financial services absolutely depend on their data being trustworthy. With Firstlogic, your company can maintain high-quality retail investor data and ensure that financial statements reach the correct customer address.

Who we work with

  • registered investment advisors
  • global mutual fund providers & asset managers
  • exchange-traded fund (ETF) providers
  • stock brokerages
  • pension & retirement plan service providers

Some of our Customers

How Firstlogic helps the financial services industry

  • Boost compliance readiness

  • Reduce risk

  • Streamline your direct-mail marketing program

    • Establish a working data governance system
    • Eliminate "rogue" data silos
    • Enforce data standards
    • Protect your customers from potential NCOA fraud and ID theft attempts using NCOALink software
    • Easily de-duplicate repeat customer records of your mailing lists
    • Avoid negative customer experiences by avoiding duplicate promotional material in the mail
    • Increase deliverability and reduce returned mail

Ready to get started?

Request a demo or talk to our sales team today