Customer Information Management

Use trusted data and insights in context across your enterprise.

Manage customer data to deeply understand your customers and their context to drive superior business outcomes.

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Connect knowledge and context on a single, unified platform for managing customer information

Drive revenue growth by identifying the best business opportunities.

Reduce costs by eliminating duplicate and inaccurate records.

Manage risk by detecting vulnerabilities and fraud.

Increase customer satisfaction with accurate customer data.

Categories

Customer Analytics

Improve customer acquisition and increase speed of customer onboarding.

Combine real-time predictive customer analytics with multi-channel customer communication platforms to orchestrate all communications in the customer journey.

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Data Management and Integration

Construct data access for the consolidation of customer information.

Capabilities include visual data modelling as knowledge graphs, information quality, data visualisation, data governance workflows and policy management, data integration and analytics.

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Data Quality

Ensure that your data is fit for use in business processes.

Capabilities include data profiling, standardisation and normalisation of data, advanced data matching and consolidation, data enrichment with reference data, monitoring trends and KPIs.

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Featured Solutions

General Data Protection Regulation Compliance

GDPR compliance is here as of May 25, 2018. Did you prepare? Ensure your company data is valid, accurate and up-to-date.

  • Discover and profile the personal data you hold enterprise-wide.
  • Comply with GDPR processing and mobility restrictions. 
  • Minimise your data for just what’s needed for processing.
  • Add governance that supports new requirements for right of access, rectification and more.
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Single Customer View

Better decisions depend on a single view.

Quickly connect customer data across every aspect of your organisation.  You'll gain a flexible 360-degree view that can help you identify relationships, uncover opportunities and engage your customers in meaningful ways.

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black glove typing on keyboard

Financial Crimes and Compliance

Reduce false positives by improving data quality through entity resolution

Pitney Bowes offers entity resolution solutions that can be applied across your key processes of Screening, Transaction Monitoring, and KYC.

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Smart visitor management solution

Smart visitor management solution

Easily record the movement of people on site and be GDPR compliant with visitor data.

Pitney Bowes with Sign In App® is a modern, enjoyable way to sign in visitors. Create a positive impression from the moment guests walk into your reception. As your visitors sign in, their details are stored in a secure online portal providing you with a real-time fire list and reports. Suitable for small, midsize and large enterprises across all industries.

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Ideas & Insights

e-book

Data protection by design: The opportunity in the obligation of GDPR

The Global Data Protection Regulation (GDPR) represents the next step of an evolution in the way we, as a society, treat personal data and the obligations of organizations to protect it. Read more

Forbes Insights Report

Proactive approach to GDPR helps safeguard data and benefit your company

GDPR compliance can benefit an organization, whether in improving the quality of data, which in turn can lay the foundation for deeper customer engagement efforts, or in improving customer confidence.
Blue web connected by gold dots

IDC Report : Financial Services

Entity resolution solutions help combat AML and other financial crimes

Learn more about entity solutions and additional quantifiable benefits by downloading the IDC white paper sponsored by Pitney Bowes.
Solutions used
Financial Crimes and Compliance Solutions Single customer view

Article : Retail

Data-Driven Retail: Extracting value from customer data

This Forbes Insights retail industry brief provides a three-point roadmap to how to make the most of your data and analytics to make better business decisions and guide customer marketing initiatives
Looking up through building shaft

Infographic : Financial Services

Improving AML data quality through entity resolution

Firms are now increasing their investments in new sources and types of data along with advanced analytics to improve risk scoring and transaction monitoring.
view from space

Blog Post : Data Hub

Address parsing for a hyper-connected world - a neural network approach

Traditionally, delivery address verification involves manual effort, or at the best, is dependent on some hardcoded rule-based processing. Pitney Bowes has developed an approach using supervised machine learning. William Macauley, Product Management, Pitney Bowes
image of earth from space

Blog Post : Data Hub

Pitney Bowes Spectrum Data Quality Connector for SAP

SAP AG has certified Pitney Bowes Spectrum Data Quality Connector for SAP S/4 HANA On-premise, which is a next-generation ERP Business suite.

Blog Post : Financial Services

Trying to improve AML compliance? Avoid these 3 common mistakes.

Improving AML processes can be complicated, and it's all too easy to make mistakes. Read on to learn about some common mistakes and how to avoid them.

Article : Financial Services

New technologies help improve compliance with AML laws, reduce costs.

To improve the efficiency and efficacy of AML processes, financial institutions need a better system. Pitney Bowes Entity Resolution for Financial Crimes and Compliance is one such solution. It builds on Spectrum® customer information management software and advanced algorithms to find, link and visualize information.
US dollar bill with rubber band around it

Blog Post : Financial Services

Money Laundering - a Threat for Banks Big and Small

Money laundering is a major threat for banks of all sizes, although smaller, regional banks often have the most to lose when they are subject to this crime.

Blog Post

Top 5 Essentials for Achieving an Agile, Single Customer View

Tips on how businesses can how to improve their business intelligence estate and acquire a single customer view.

Article

Master the upsell

A full view of data enhances customer relationship

Article

Ready for game time

Data provides winning business strategy for sports teams

 

Our customers' success

Case Study : Financial Services

Global financial services firm boots AML compliance with more flexible transaction monitoring

Global financial services firm boosts AML compliance with more flexible transaction monitoring.

Case Study : Financial Services

Large global bank solving serious data-quality problems is key to AML compliance for global bank

A large global bank uses Pitney Bowes Spectrum® Entity Resolution technology to more precisely define the risk posed by each customer, leading to much more efficient investigations.

Case Study : Retail

Schwan’s experiences a 25% decrease in new customer duplicate data.

“Pitney Bowes provided our organization with efficiency improvement across sales, order fulfillment and even in the field.” Connie Gugel, Schwan’s
aerial view of highway

Case Study : Retail

AAA reduced the time it took to create models from 5 months to just 6 weeks.

“We required tools that would give the business units direct data access. This freed up my team to model faster.” Kristin Rahn, AAA Advanced Analytics
Technologies Used
Spectrum Miner™

Pitney Bowes Product

Spectrum software helps Pitney Bowes standardise, validate and de-duplicate its own data.

We wanted to compile all aspects of the client experience into a single view of the client - one view, so Pitney Bowes employees could see the company's entire history with the client, including every client interaction with us, in one place. Krishna Shah, Senior Director of Enterprise Information Management, Pitney Bowes