Industry Financial Services
Specialization Or Business Function
Technical Function Data Management, Software and Web Development
Technology & Tools
We have an authorship program, where financial advisors across the country license our manuscript content from a book we published and work with our publishing partner to customize it for themselves. We offer these advisors/authors to submit a "distribution list." This list is 500 401(k) plan prospects plus their client list (these prospects are businesses/companies). We would like to prevent advisors in the authorship program from prospecting to the same companies. We need a partner to archive these lists and manage the process which would require cross checking each advisors lists for duplicates. This would be an ongoing partnership, as new advisors come on board to become authors, we need to let them know if anyone in their distribution list is already on someone else in the program's list, which would mean they can't prospect to them using their book.
The end deliverable to us would a centralized database with a simple front-end. Essentially we are looking for an Expert, who can build a smart central database for us to house the advisor's mailing list data. This database needs to automatically detect duplicate accounts/plans once the author upload his/her data. We are looking for a smart database with rules that allow the author to be notified if there are duplicate accounts and to not contact those accounts.
We are open to any technology, idea and methodology. We also prefer to have the Expert be able to meet during U.S. Eastern Time Zone business hours.
In your proposal, please provide the estimated amount of hours this would take.
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