Data Cleanser for financial services
Accurate client records matter for service and compliance. Deduplicate natively so sensitive data never leaves Salesforce and one client is one record across the firm.
In wealth, banking, and insurance the same client surfaces across advisors, products, and legal entities — and the tools that promise to clean that up often want to export your book of record first. Data Cleanser runs entirely on-platform and inside your existing controls, so consolidation never widens your risk surface.
Where duplicates come from in your sector
Compliance pressure
Inaccurate or duplicated client records complicate service, books-and-records, and audits.
Households and relationships
The same person appears across advisors, products, and entities, with no single source of truth.
Sensitive data can't move
Cleanup tools that export records add a risk and a vendor most firms can't accept.
Built for your sector, native to Salesforce
Native — no export
Everything runs on the Salesforce platform: no offsite copy of records and no third-party data processor.
Zero-false-positive matching
Exact matching with secondary tiebreaker fields keeps distinct clients distinct, with review before every merge.
Protected, governed merges
Authoritative values are never overwritten, and every action inherits your sharing, field-level security, and audit trail.
What clean data unlocks
- One trusted client record across the firm
- Cleanup that stays within compliance boundaries
- Reliable books-and-records and reporting
- Clear household and relationship views
Common questions
Does client data leave our org during cleanup?
No. Everything runs natively in Salesforce — no exports, no middleware, no third-party data processors touch client records.
How does it respect our compliance and access controls?
It inherits your profiles, permission sets, sharing, and field-level security, and you approve every merge, so cleanup stays within your governance.
Can we keep the authoritative value when two client records conflict?
Yes. Field-level survivorship and protected fields let you keep the value of record, and important values are never overwritten.
Can we match households or related parties?
Build scenarios with tiebreaker fields like address to separate or group close matches, and use cross-object matching across Leads, Contacts, and Accounts.
How do we avoid merging two different clients by mistake?
Use exact matching for zero false positives, review every group side by side, and approve each merge — nothing is automatic unless you set a rule for it.
See it on your own data
Start a free limited trial in your own Salesforce org, or book a live demo with someone who builds the app.