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Gifting platform

Let the system do the data work.

An engagement summary. Client identity is kept private.

01 / THE CHALLENGE

What was getting in the way?

Reps were spending time checking and reconciling lead data by hand.

02 / THE BUILD

A system around the problem.

API enrichment and fuzzy matching connected the records and reduced repetitive verification.

03 / THE CHANGE

What the team could do next.

A workflow designed to return research time to the team.

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