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Financial Services

Data Management for Financial Services

How Hopewiser can help you adopt Master Data Management (MDM) to ensure accuracy and consistency across systems.

Financial services must fulfil several key areas when it comes to data management, security, and compliance.

Regulations such as APRA (Australian Prudential Regulation Authority), ASIC (Australian Securities and Investments Commission), and the ACCC (Australian Competition and Consumer Commission) mean that accuracy and reliability are key in the solutions they use to maintain compliance. CPS 234 & CPS 230 Cybersecurity and operational risk management standards require institutions to have robust controls over data and Open Banking & CDR (Consumer Data Right) means Banks must provide secure and standardized data sharing.

Hopewiser improves your data visibility and data quality to provide more consistent information to use as a baseline for decision making, analysis and targeted marketing.

Verifiedcleansed and enhanced data will make it more actionable, helping you and your customers make better decisions.

Efficient Reporting

Make better business decisions by establishing a Single Source of Truth

By creating a unified view of your customer data, into a SSOT model you can maximize the data’s value, enabling better decision-making, improved analytics, and more personalized services.

Increased Sign-ups

Streamlining Customer Onboarding with Smart Address Autocomplete

Long forms and slow address searches frustrate users. Autocomplete simplifies onboarding by allowing fast, accurate address entry—even with typos. This small upgrade reduces drop-offs and ensures compliance with verified data sources.

Enhanced Support

Data Validation: The Foundation of Excellent Customer Service

High-quality customer data is essential for excellent service. Validation keeps records complete, current, and accurate, minimizing errors and boosting customer trust—especially in AI-driven financial services like fraud detection and personalization.

Email Address Validation deliverability

Streamline Processes & Enhance Integrations

Automating data validation saves time, reduces errors, and speeds up processing. Instead of manual cleanup, teams can focus on growth and innovation, supported by clean, reliable data.

Discover which products can help you

Our data solutions enable you to verify customers and structure data so you can personalise products relevant to them. By identifying customers you can reduce credit risk, streamline your customer approval processes, help build a user experience that promotes new habits and build better customer engagement tools.

No More Failed Deliveries

Address Capture


Improve conversion rates and speed up capture process with address validation

Data Cleansing


Highlight any discrepancies, such as movers and deceased persons

Email Validation


A bulk email validation service to cleanse email addresses in your databases

Case Study

Home Insurance Case Study - Financial Services

Improved Quote Accuracy with Address Data Matching

Discover how a leading Australian insurance company partnered with Hopewiser to transform its quoting process by using precise address-level data, resulting in faster, fairer, and more accurate insurance pricing.