One view of every customer
One record for every member, from every core system
The data playbookConnect your sources
Two-way syncs with warehouses, ERPs and billing. Map fields once.
Match and merge
Duplicates found and merged with approval. One company, one contact, one history.
Model what matters
Custom objects for products, sites or policies. Relationships every team understands.
Control who sees what
Field-level permissions by role and team. A log of every change.
How it works
Data your teams and agents can rely on
Agents are only as good as the records they read. Data Hub keeps those records complete and correct.
Two-way syncs, without custom code
Connect warehouses, ERPs and billing tools with ready-made syncs, map the fields once and choose which system wins when they disagree.
- Ready-made syncs for warehouses, ERPs and billing
- Field rules that decide which system wins
- Read-only fields where you need them
Cleanup that keeps up
Duplicate checks, formatting rules and the Data Agent’s suggested fixes keep records tidy. A person approves bulk changes before they run.
- Duplicates found and merged
- Formatting fixed in bulk
- Bulk changes approved by a person
Customer stories
How banks, credit unions and insurers grow with Hourglass
Regulated teams use Hourglass to serve members and clients faster, with every message reviewed.
Illustrative stories for this demo.
“Our branch and contact center teams used to switch between four systems to answer one question. Now the Customer Agent drafts the reply from the customer’s record, and our staff approve it before it goes out.”
Priya Raman
VP of Customer Experience, Mercantile Bank
38%
faster replies to customer questions
2x
more customers enrolled in online banking
“Our relationship managers see every product, conversation and service request for a business on one record. The Data Agent tells them which owners to call this week, and why.”
Daniel Okafor
Head of Relationship Banking, Allica Bank
27%
more cross-sell conversations per relationship manager
6 weeks
from kickoff to the first team live
“When a storm hits, thousands of policyholders need to hear from us at once. The agents draft every update from the claim record, and our compliance team signs off on each one before it is sent.”
Maria Lindqvist
Director of Client Communications, Alacrity Solutions
19%
faster first contact after a claim is filed
100%
of agent-drafted outreach approved before sending