https://store-images.s-microsoft.com/image/apps.36735.7dcd869e-6b0d-4138-b48b-705672051495.25eb49d7-f768-499a-a1d4-26152f0dafe9.ab7fb20b-1fb1-45f3-b37b-e01b14e6f4cb

Data Quality App for Financial Services

by Techdio ApS

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(5 ratings)

Eliminate duplicates and enforce data compliance with the Data Quality App for Financial Services

For financial services firms, accurate and consistent data is essential for regulatory compliance, risk management, and delivering trusted client experiences.
Yet, many firms face challenges due to siloed systems, inconsistent data entry, and ever-evolving compliance requirements.

Data Quality App is designed to tackle these issues head-on, with powerful features like duplicate detection, customizable data quality rules, and proactive error prevention.
Our solution helps financial institutions maintain high-quality data, improve operational efficiency, and support informed decision-making in a highly regulated environment.

Key Benefits
  • Eliminate Duplicate Records: Detect and prevent duplicates before they enter your system across all Dynamics 365 and Power Apps entities.
  • Ensure High-Quality Data: Enforce customizable data quality rules to keep your data accurate and complete.
  • Save Time and Costs: Reduce manual data remediation efforts and focus on growing your business.
  • Drive Better Outcomes: Reliable data improves customer engagement, sales processes, and decision-making.
  • Maintain Full Security: No external API calls or data exports — all data stays within your Microsoft environment

Core features
  • Custom Duplicate Detection Rules: Real-time detection across all standard and custom entities.
  • AI-Powered Phonetic Search: Match similar-sounding names with 99% accuracy.
  • Customizable Data Quality Rules: Set flexible standards for data entry, updates, and maintenance.
  • Smart Merge Functionality: Easily combine duplicate records with built-in master record logic.
  • Real-Time Alerts: Immediate notifications of data quality issues with adjustable severity levels.
  • User-Friendly Dashboards: View, manage, and resolve issues with advanced search and reporting tools.
  • No External Access Required: Full compliance with Microsoft’s security standards.

Start your free trial today and experience the difference clean, reliable data can make!
Simply click "Free trial". And if you're a tenant admin, you can install it on behalf of your organization.

Explore our customer stories here
Explore our training videos and guides here
For more information visit www.techdio.dk/dataqualityapp

At a glance

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