SERVICES

Tracing Customers

Customers who have moved and failed to inform you (gone aways) can be problematic, not only because you are unable to communicate with them, but because you may not be fulfilling your regulatory obligations.

 

Our tracing solution will locate your customers to a current address so that you can re-engage once more. With results that are straightforward, we place you in a position where you can pick up where you left off and ensure your customers are informed about the performance of their financial products.

Executor/Heir Tracing

When your customers are deceased it can leave you at a standstill, especially if the informant of the death fails to complete the death claim.

 

We can help in two ways. Firstly, we can identify all of  your customers that are deceased, even in cases when you have not been notified. Secondly, we can locate the relevant person who you will need to liaise with so that you can pay out any monies due or close the account. Our efficient process will mean that you can decrease your unpaid death claims, meet your promise to your customers and satisfy the regulators.

Data Overhaul

The inability to confidently communicate with your customers can also be caused by missing data fields, a lack of full names, dates of births or corrupt address information.

 

Whatever the issue, we can help. We will analyse your data (accepting it in any format) and correct your data when needed, placing you in a position to save money from ineffective mailing campaigns, better manage your customers and more effectively move your data into new systems.

Tracing Customers

Customers who have moved and failed to inform you (gone aways) can be problematic, not only because you are unable to communicate with them, but because you may not be fulfilling your regulatory obligations.

 

Our tracing solution will locate your customers to a current address so that you can re-engage once more. With results that are straightforward, we place you in a position where you can pick up where you left off and ensure your customers are informed about the performance of their financial products.

Tracing Customers

Customers who have moved and failed to inform you (gone aways) can be problematic, not only because you are unable to communicate with them, but because you may not be fulfilling your regulatory obligations.

 

Our tracing solution will locate your customers to a current address so that you can re-engage once more. With results that are straightforward, we place you in a position where you can pick up where you left off and ensure your customers are informed about the performance of their financial products.

Tracing Customers

Customers who have moved and failed to inform you (gone aways) can be problematic, not only because you are unable to communicate with them, but because you may not be fulfilling your regulatory obligations.

 

Our tracing solution will locate your customers to a current address so that you can re-engage once more. With results that are straightforward, we place you in a position where you can pick up where you left off and ensure your customers are informed about the performance of their financial products.

Tracing Customers

Customers who have moved and failed to inform you (gone aways) can be problematic, not only because you are unable to communicate with them, but because you may not be fulfilling your regulatory obligations.

 

Our tracing solution will locate your customers to a current address so that you can re-engage once more. With results that are straightforward, we place you in a position where you can pick up where you left off and ensure your customers are informed about the performance of their financial products.

Need more details? Contact us

We are here to assist. Contact us by phone, email or via our Social Media channels.

© 2020 by The Tracing Group

Privacy Policy

The Tracing Group

Unit 4D

Wymondham Business Centre

Norfolk

NR18 9JL

The Tracing Group Limited is a company registered in England and Wales company no. 10640926

  • Black Twitter Icon
  • Black LinkedIn Icon