Provider governance

Contact Enrichment Marketplace

Give banks a clean way to plug in BatchData, Melissa, Data Axle, Trestle, People Data Labs, Google Places, movers, UCC, probate, CRM, and suppression vendors without hiding cost, legality, confidence, or readiness.

Open Data Health
Marketplace vendors
17
Approved activation paths
Configured
5
Environment keys present
Contact-focused
9
Phone/email/address enrichment

Contact enrichment options

Google Places
Business contact enrichment
Fill missing business phones, websites, and contact-page leads
Pay-per-request API usage · High for active storefront/service businesses
PropMix
Property and mortgage records
Consumer mortgage maturity and property-owner contact workflows
Trial/licensed API usage · Medium-high where county/property records are returned
BatchData
Phone/property append
Backfill missing business phones plus mortgage/property contact append after suppression checks
Vendor wallet / skip-trace pricing · Medium until API entitlement is confirmed
Melissa
Business and address data
Improve deliverability, phone confidence, and direct-mail address quality
Licensed API subscription · High for address hygiene and business append
Data Axle
Business contacts
Backfill business phones/emails and industry classification
Licensed data subscription · High for established businesses
People Data Labs
Business contacts
Backfill company websites, domains, and business contact context for pending leads
Licensed API subscription · Medium-high once match confidence and suppression rules are tuned
ProviderCategoryCostCoverageConfidenceLegalitySource / best useReadinessActivation checklistSetup
USPS/NCOA-compatible mover feedMover dataLicensed provider subscription; terms vary by permitted useNamed mover records with destination ZIP/county, move date, and optional phone/email appendHigh when provider supplies exact move date and address/ZIP confidenceLicensed mover/NCOA-compatible source under provider terms; suppression and permissible-use review requiredReplace aggregate mover estimates with real onboarding leads for direct deposit, autopay, and local banking outreach
0/1 required keys configured
Missing MOVER_PROVIDER_URL. Feed will stay in not-configured mode until credentials and compliance review are complete.
Provider contract approved
Permitted-use memo attached
Suppression/DNC screen before export
Configure
State UCC filing feedSecured-party intelligenceState bulk data fee, licensed provider export, or reviewed CSV/API sourceDebtor, secured party, filing date, lapse/expiry date, collateral text where permittedHigh for secured-party lender signals once source terms and debtor matching are reviewedPublic commercial filing data or licensed provider export; relationship intelligence only, not credit decisioningCompetitor displacement, equipment-credit timing, treasury review prompts, and business borrowing signals
0/1 required keys configured
Missing UCC_PROVIDER_URL. Feed will stay in not-configured mode until credentials and compliance review are complete.
Source terms reviewed
Secured-party lender matching enabled
Displacement language reviewed by compliance
Configure
County probate/provider feedEstate and executor supportCounty bulk data fee, licensed court-record provider, or reviewed CSV/API sourceEstate, decedent, case number, filing date, county, representative and attorney fields where permittedHigh when case number, county, and filing date are present; contact fields require suppression reviewReviewed public or licensed source only; empathetic executor-service language, no investment pitch or credit prescreeningEstate checking, executor support, wires, document services, and sensitive relationship follow-up
0/1 required keys configured
Missing PROBATE_PROVIDER_URL. Feed will stay in not-configured mode until credentials and compliance review are complete.
County/source legality reviewed
Sensitive outreach language enabled
Opt-out and suppression path verified
Configure
Google PlacesBusiness contact enrichmentPay-per-request API usagePublic business phone, website, hours, and place metadataHigh for active storefront/service businessesPublic business profile API under Google terms; no consumer skip tracingFill missing business phones, websites, and contact-page leads
Required keys configured
Operationally ready once the provider contract, suppression policy, and sample match review are approved.
Entity-name match threshold active
Wrong-domain rejection active
Usage quota monitored
Configure
PropMixProperty and mortgage recordsTrial/licensed API usageProperty owner records, recorder detail when returned, mortgage contact appendMedium-high where county/property records are returnedLicensed provider; relationship marketing only; no credit decisionsConsumer mortgage maturity and property-owner contact workflows
0/1 required keys configured
Missing PROPMIX_API_KEY. Feed will stay in not-configured mode until credentials and compliance review are complete.
Mortgage compliance copy enabled
No payoff claims without borrower authorization
Consumer/business routing verified
Configure
BatchDataPhone/property appendVendor wallet / skip-trace pricingBusiness/property phone append where entitlement is activeMedium until API entitlement is confirmedLicensed append provider with DNC/TCPA suppression downstreamBackfill missing business phones plus mortgage/property contact append after suppression checks
Required keys configured
Operationally ready once the provider contract, suppression policy, and sample match review are approved.
API entitlement confirmed
DNC/TCPA suppression before call queue
Match-confidence threshold configured
Configure
MelissaBusiness and address dataLicensed API subscriptionBusiness contact, address verification, household/business appendHigh for address hygiene and business appendLicensed data provider; configure permitted-use and suppression workflowImprove deliverability, phone confidence, and direct-mail address quality
0/1 required keys configured
Missing MELISSA_API_KEY. Feed will stay in not-configured mode until credentials and compliance review are complete.
Address hygiene endpoint enabled
Contact append entitlement confirmed
Provider terms stored
Configure
Data AxleBusiness contactsLicensed data subscriptionBusiness firmographics, phone, industry, employee/revenue estimatesHigh for established businessesLicensed B2B data; no consumer credit useBackfill business phones/emails and industry classification
0/1 required keys configured
Missing DATA_AXLE_API_KEY. Feed will stay in not-configured mode until credentials and compliance review are complete.
B2B-only use confirmed
Industry matching reviewed
Email deliverability guardrails active
Configure
People Data LabsBusiness contactsLicensed API subscriptionCompany enrichment, domains, firmographics, and business contact signals where licensedMedium-high once match confidence and suppression rules are tunedLicensed B2B data; no consumer credit use or FCRA prescreeningBackfill company websites, domains, and business contact context for pending leads
0/1 required keys configured
Missing PDL_API_KEY. Feed will stay in not-configured mode until credentials and compliance review are complete.
Business-only matching configured
No consumer prescreening use
Suppression screen before activation
Configure
TrestlePhone appendLicensed API usagePhone intelligence and contact validation depending on purchased endpointMedium until endpoint and match fields are verifiedLicensed contact intelligence; suppression and permissible-use controls required before outreachValidate phones and reduce bad-number dispositions before banker calls
0/1 required keys configured
Missing TRESTLE_API_KEY. Feed will stay in not-configured mode until credentials and compliance review are complete.
Phone validation endpoint enabled
Bad-number feedback loop active
DNC/suppression screen before calls
Configure
Brandwatch / Meltwater / SproutSocial intelligenceLicensed social-listening subscription or API exportPublic business social posts, public page mentions, review/news mentions, and campaign/event signalsMedium-high once source terms, keywords, and business matching are configuredApproved provider API or customer-authorized export only; no logged-in scraping or personal profilesDetect openings, hiring, expansion, bad-service reviews, event activity, and competitor displacement signals
0/1 required keys configured
Missing SOCIAL_INTELLIGENCE_PROVIDER_URL. Feed will stay in not-configured mode until credentials and compliance review are complete.
Provider terms approved
No logged-in scraping
Business/entity matching reviewed
Configure
Public RSS / Atom social feedsSocial intelligenceNo platform data fee; source terms review still requiredPublic business pages, blogs, YouTube channels, local community feeds, and permitted social syndication feedsMedium; strongest when each feed is tied to a known business or local sourcePublic RSS/Atom feeds with attribution; no private groups, DMs, or bypassed access controlsLow-cost local signal coverage while a licensed social-listening provider is evaluated
0/1 required keys configured
Missing PUBLIC_SOCIAL_RSS_FEEDS. Feed will stay in not-configured mode until credentials and compliance review are complete.
Feed terms reviewed
Attribution preserved
Non-business noise filter enabled
Configure
Credible news RSS / Atom feedsMarket intelligenceNo platform data fee; publisher terms still applyBusiness journals, chambers, economic-development agencies, local newspapers, PR wires, and trade publicationsMedium-high when headlines contain a matched business entity or can be linked to a DepositLeads recordPublic RSS/Atom metadata with attribution; article bodies are not scraped unless explicitly licensedCorrelate local openings, hiring, expansions, contracts, awards, real estate, and leadership changes with existing leads
0/1 required keys configured
Missing PUBLIC_NEWS_RSS_FEEDS. Feed will stay in not-configured mode until credentials and compliance review are complete.
Publisher terms reviewed
Headline/entity matching enabled
Non-bankable topic filter enabled
Configure
ATTOM / ICE / DataTreeMortgage and deed recordsEnterprise data licenseNationwide recorder, mortgage, deed, lender, loan term, and property dataVery high once contractedLicensed property data; legal review and contract requiredExact borrower/property maturity dates, lender, origination, and servicer intelligence
0/1 required keys configured
Missing PROPERTY_DATA_PROVIDER_URL. Feed will stay in not-configured mode until credentials and compliance review are complete.
Enterprise license approved
Mortgage compliance reviewed
Exact/estimated labels verified
Configure
Salesforce / HubSpot CRMCRM providerCustomer CRM OAuth; no DepositLeads data feePush eligible leads, notes, follow-ups, and disposition updatesHigh once mappedCustomer-authorized OAuth integrationRoute banker-ready leads into existing sales workflows
No required platform keys
Operationally ready once the provider contract, suppression policy, and sample match review are approved.
OAuth app configured
Field mapping reviewed
Suppression status sync enabled
Configure
Core banking exportsCore bankingCustomer export/integration effortKnown-customer suppression, product ownership, and conversion feedbackVery high for suppression and ROI measurementBank-provided first-party data under customer agreementSuppress current customers and measure opened accounts
No required platform keys
Operationally ready once the provider contract, suppression policy, and sample match review are approved.
Customer-file transfer approved
Suppression upload tested
ROI conversion mapping reviewed
Configure
DNC / suppression vendorComplianceLicensed suppression list/APIDNC/TCPA/opt-out risk markers and customer suppressionHigh when refreshed before outreach/exportCompliance screening and bank policy enforcementPrevent restricted records from calls, exports, and CRM pushes
No required platform keys
Operationally ready once the provider contract, suppression policy, and sample match review are approved.
DNC/opt-out policy documented
Export/CRM blocking verified
Refresh cadence monitored
Configure

Marketplace guardrails

Every provider must show source, confidence, cost, and permissible banker use before activation.
Contact append results should be labeled Verified, Likely, Needs review, Direct-mail only, or Do not contact.
No logged-in scraping, private social content, DMs, credit prescreening, or cross-bank customer data is allowed.