MarketCleanse matches your records to ISS’s extensive historical database of financial firms and professionals. It captures updates such as address changes, firm transitions, name changes, and team affiliations. Once matched, updates, additions, and new records are provided regularly.
The sync process includes updating existing Firm and Rep records, reassigning Reps when they change Firms, inserting new Firms and Reps that meet the defined Audience Criteria, and sending email notifications detailing the actions performed.
No — The workflows only create new Firm associations when applicable.
No — The workflows only update existing data, create new Firm associations, and insert Firms and Reps that meet the defined Audience Criteria.
No — Record merging is not performed. Existing records are interacted with as-is, without altering their structure. New Firm associates may be created when applicable.
No — Duplicates may occur if existing CRM records lack CRD/ID’s.
No — Records only with unique identifiers (IDs) in the integration fields will be updated.
Yes — Initial testing can be conducted in a development environment. Once validated, support will be provided to facilitate a smooth migration to production.
Yes — Upon request but typically scheduled to run weekly in-line with weekly data updates.
Development: One-time syncs can be run upon request.
Production: Syncs follow a weekly or monthly schedule based on what level of updates has been purchased. For
specific cases, we can run a one-time job.
No — Currently all scheduled jobs are handled by the ISS MI team.
Email notifications are sent to indicate job success or failure, report any errors, and provide the number of records processed. Currently, in-app notifications are not supported.
An email is sent containing detailed information and a list of failed records to support timely review and correction.
The integration will update the fields selected in the Data Guide. All fields will be set to “Automatically Accept Update” to always replace the field values with the latest data.
It is recommended to start with 20–40 key fields and expand as needed.
Follow CRM naming conventions, avoid reserved words, and clearly label IDs (e.g., Firm_ID).
Yes — The ISS MI Customer Success team will work with you to build out your Rep Move and audience criteria.
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