Communication and data aggregation in the financial sector has to be correct. Poor data quality can lead to dormancy resulting in unclaimed property, incorrect householding, erroneous reporting and costly returned mail. Cross Country Computer uses sophisticated algorithms to securely rehabilitate your data, streamline your internal business processes and ensure better customer contact.

With more than three decades of data management expertise,

Cross Country Computer

is well-positioned to satisfy the needs of the Financial Services sector. With a strong focus on understanding how to interpret and format encumbered data with embedded financial terminology (UGMA/UTMA, Custodian, JTWROS, TTEE, etc), we are able to work with files in nearly any condition. Rehabilitating client data is an important first step that feeds our other processing ensuring more successful outcomes. Our strong, up-front processing, allows us to leverage name, address and where available SSN, DOB and other elements to facilitate platform migration, comply with SEC 17-ad17, conduct OFAC reviews, improve mail delivery, locate new addresses and link multiple accounts to a common owner. Our ability to execute sophisticated Transfer Agent approved Householding algorithms is used to consolidate brokerage accounts as well as facilitate co-mingled proxy mailings, allowing our clients to both reduce mailing costs and get a more holistic view of each customer relationship. Our processes facilitate CRM initiatives that lead to customer cultivation through better up-sell and cross-sell.


Since these engagements involve the handling of accounts representing billions of dollars in assets, Cross Country Computer’s algorithms and security protocols have a proven track record of exceeding the standards traditionally required for direct marketing or other less mission-critical initiatives.

Let Cross Country Computer help you with your next transition. Contact us at or 631-851-4214 to learn more.



Contact Us

To schedule a consultation,
Email us or give us a call at