Data Quality Checkup for Investment Firms by James Pfeiffer | Feb 28, 2020 Welcome to Terrapin Technologies' Data Quality Checkup Are You Confident in Your Data? Data is arguably your firm’s greatest asset, and a thoughtful data management strategy, along with the right tools, is essential to leveraging and getting the most value from that data. However, poor data quality can quickly erode your team’s confidence in the value of your data. Bad data can cause inaccurate reporting, compensation accounting errors, and misinformed decision-making. Terrapin Technologies is now offering a free data quality checkup tool to help you evaluate the health of your data quality. This online checkup asks 10 brief questions and provides a score, summary of results, and guidance. We want to make sure you are getting the most out of this valuable asset. Take the first step in restoring confidence in your data. Please rate the following. 1. How complete is your data?VerySomewhatNot at allUnsure 2. How usable is your data?VerySomewhatNot at allUnsure 3. How accurate is your data?VerySomewhatNot at allUnsure 4. How consistent is your data?VerySomewhatNot at allUnsure 5. How timely is your data?VerySomewhatNot at allUnsure 6. How confident are you in the overall quality of your data?VerySomewhatNot at allUnsure 7. How frequently have you detected any errors in the data over the last year.NeverSome of the timeMost of the timeAlways 8. How would you rate the overall quality of your Financial Activity data? (ex: concessions, invested dollars, CDSC)ExcellentGoodPoorWe do not capture this data 9. How would you rate the overall quality of your Books and Records data? (ex: customer, suitability, and trusted contacts)ExcellentGoodPoorWe do not capture this data 10. How would you rate the overall quality of your Account data? (ex: account performance, current balance, asset class)ExcellentGoodPoorWe do not capture this data OPTIONAL 11. What are the top data concerns you face when it comes effectively running your business? CONTACT INFO First Name Last Name Company Email Yes, I would like a full report emailed to me.
