MAINTAINING AND KEEPING YOUR CLIENT DATA UP-TO-DATE IS IMPORTANT TO YOUR BUSINESS. AS MANAGEMENT OF DATA AND HOW WE KEEP IN TOUCH WITH CLIENTS EVOLVES, YOU’LL ALWAYS NEED YOUR CLIENTS’ BASIC DETAILS!
Three key reasons to enter accurate information:
- Applications can be slowed down by not providing correct telephone numbers, email addresses or dates of birth.
- The Data Protection Act 2018 sets out the principle that personal data be accurate and kept up-to-date. Every reasonable step must be taken to ensure that personal data that is inaccurate is either erased or rectified without delay.
- Our industry is heavily investing in technology and developing propositions that are ready for the digital ages. Keeping your data current will future-proof your business.
All of these reasons reinforce the value of data to your business and also demonstrate the need to capture your client’s contact details and ensure they are kept up-to-date for future contact.
Data collection and entry is all within your control – make sure your data is accurate on all systems where you hold data internally and externally.