Aiviq Client Data Platform

One Golden View Of Every Firm And Person

Most investment managers keep client firms and contacts in several systems, and each one has a slightly different record of the same firm or person. This guide follows one example from scattered records to a golden view of companies and contacts, shows what that view reveals when combined with third-party data, and sets out what it takes to run.

01Each of your systems holds a different version of the same clients
02A governed process turns them into one trusted golden view
03Joined with third-party data, it answers questions on growth, coverage and risk
Start the walkthroughAbout 10 minutes. Or jump to any section from the bar above.

The starting point

How it works

Watch the records move from source to golden view

Play the process end to end, or step through one action at a time. One step asks for your decision as data steward.

Processing log

    Firms, people, identifiers and figures in this example are illustrative.

    What it makes possible

    What the golden view reveals

    Once every record carries a golden ID, your own data and third-party datasets join up. Pick an example, then switch to “Without it” to see the same analysis without the golden view.

    What these four insights are worth

    What changes for each team

    Firms, people and figures are illustrative.

    Scale and running it

    What it takes at scale, and who runs it

    The same process runs across every record you hold. One threshold decides how much is linked automatically, how much a steward reviews, and how much time is left for insight.

    The initial build

    Ongoing matching

    Set the threshold for automatic linking

    Each month around 12,000 new and changed records arrive. Matches scoring at or above the threshold link automatically. The rest go to a data steward. Move the slider to see the trade-off.

    90%
    The worked examples at this threshold
    The role

    Data-enabled sales support specialist

    One per regionFor example North America, EMEA and APAC

    Govern the data

    • Works the steward review queue: conflicts, movers and relationship changes
    • Monitors data quality and match rates, and tunes rules with the data owners
    • Onboards new sources and third-party datasets
    • Feeds back to CRM users on duplicates and data entry

    Deliver insight

    • Produces a monthly regional pack on coverage, wallet share and assets at risk
    • Answers questions from sales and marketing leaders
    • Turns third-party feeds into call lists and alerts
    • Measures the effect of campaigns and wholesaler activity on sales
    How their month splits

    The threshold decides how much time is left for insight

    DailyWork the review queue. Confirm movers and relationship changes.
    WeeklyCheck data quality and match rates. Feed back to CRM users on duplicates.
    MonthlyDeliver the regional insight pack to sales and marketing leadership.
    QuarterlyRun a data council with sales, marketing and compliance owners to review the trust framework, threshold and new sources.

    Around the role: the platform automates ingestion, standardisation, matching, field selection and publishing. Data owners in sales, marketing and compliance agree the trust framework and the threshold. The central data team handles integration, security and new source connections.

    Figures are illustrative.

    What good looks like

    Six tests of a trusted golden view

    Any business user can apply these tests without knowing how the golden view is built.

    A golden view is the single trusted set of organisations, offices, people and relationships, governed once and shared with every system, with the identifiers that let sales, marketing and third-party data attach to the right entity.
    A golden view is not a CRM for pipeline, an onboarding or compliance workflow, or the book of record for AUM and flows, which draws on the golden view to attribute business correctly.
    In summary
    01

    Every system holds its own version of your clients. Left alone, that produces wrong answers to everyday questions about growth, coverage and risk.

    02

    A governed process of matching, field-by-field selection and stewardship turns those versions into one golden view, kept current and shared with every system.

    03

    With that golden spine in place, your own data and third-party datasets combine to answer questions about growth, coverage and risk that no one system can answer alone.

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