Client: Lafferty Group

Background
The Lafferty Group provides the highest standards of insight, objectivity and market intelligence to leaders in the worldwide retail banking, cards and personal financial services industry.

From its very beginning, more than 25 years ago, Lafferty has been providing its clients cutting-edge research and advice in financial publishing and conferences, which enables Lafferty’s clients, to better manage their business in an increasingly complex, competitive and fast-changing environment.

Challenge
Datamatics Financials was entrusted with developing a comprehensive, web-based research solution involving telephone verification of contacts.

The Solution
The scope of the project included:

• Conducting Web Research across banks for high level contacts
• Searching public domain sites for the relevant information and population of the database
• Verifying the contacts via telephonic research.

Methodology
The approach involved:

• Putting together a dedicated and professional team to provide the best possible options to the client
• Entering into a Service Level Agreement to reassure the client
• Processing documentation for the required designations with definitions
• Researching and collating various bank websites and other public domain sites for contacts
• Aggregating the information and formatting it for review and telephone calling
• Verifying the contacts via telephonic survey including speaking directly to the concerned contact person, or to the PA of the contact person
• Double quality checking the contact
• Exporting the verified contact data to the client.

• Successfully worked on very narrow and highly confidential lists
• Ensured timely and accurate delivery of the output in the prescribed format
• Researched and verified more than 10,000 records.
• Created a comprehensive, relevant, easy to use database that could be plugged into Lafferty’s online application
• Datamatics exceeded the expectations set for the client and created a new benchmark for relationship with the Lafferty Group
• Datamatics expects the business with Lafferty to grow in the future.