Client Information Hub
Vision prototype
SM
Sarah Mitchell
Client Data Steward
Operations Mock data

Data Quality Command Center

A single operational view of trust, risk and sync-readiness across the client estate.

Client Data Health
87%
Open Issues
147
Blocking Issues
42
Sync Blocked
18
Resolved This Month
96
CRM-ready Records
82%
ClientIssueSeverityOwnerSystem impactAction
Falcon Capital LLPWorkday active / AML pendingBlockingComplianceWorkday sync blocked
Hartwell Advisory LtdPossible duplicate — Hartwell Group LtdWarningData StewardConfidence 93%
Hartwell Advisory LtdMissing beneficial ownerBlockingKYC TeamWorkday sync blocked
Northbridge Consulting LtdLegal name mismatch — Companies HouseWarningClient OwnerCanonical value proposed
Northbridge Consulting LtdVAT number missingWarningClient OwnerPending enrichment
Falcon Capital LLPAML review expiredBlockingComplianceHigh-risk client