We help MDM, ER, and Identity Resolution solution providers

win in the market

drive revenue faster

"land and expand"

As an independent specialist team specializing in the Financial services sector, we step in when sales team needs help closing promising leads. Our deep expertise in financial services makes us more relatable and effective than a vendor’s sales team. We offer evaluations of customer use cases, any MDM product concerns, and solution gaps, aiding MDM Leads to close deals with confidence.

We conduct thorough evaluations of existing customers' business needs to offer tailored MDM modeling solutions (e.g., custom solutions for mortgage clients). This approach supports new business use cases, combining deep business domain knowledge with MDM expertise. Our optimization billing aids customers in justifying funding / license renewals.

We guide clients through the strategic planning and approach for MDM implementation, ensuring success from the outset. Our insights significantly reduce implementation costs and preparation time, particularly beneficial when SIs are involved. We offer a well-thought-out, designed playbook that enables clients to conduct much of the preparatory work in-house, avoiding the higher fees typically charged by SIs.

Our approach is built on proven in-house MDM implementation strategies and our deep expertise, allowing us to proactively address potential issues before they arise. For example, our methodology has been instrumental in safeguarding implementations from failure in situations where top-tier SIs have encountered obstacles for various reasons, ultimately preventing completion due to budget constraints.