Financial Management

VitalAudit®

Overview Services Features Insights Experts Connect

VitalAudit® is an industry-leading data intelligence service that helps financial institutions, healthcare companies, and federal, state and local government agencies mitigate fraud and improper payments. Using proprietary technology and exclusive data partnerships, we rapidly identify deceased individuals, locate proper heirs, and cleanse customer data. VitalAudit® empowers your organization to quickly reduce costs, maximize efficiency and compliance, and enhance customer experience.

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Key features

Actionable insights

Transparent data sources, accessible match confidence scores, and tailored heuristics pave a clear path from insights to action.

Reliable results

Sophisticated algorithms that establish accurate matches and accommodate for data variations such as nicknames and misspellings.

Improved efficiency

Save time and reduce resource constraints with automated searches that confirm thousands of claims in minutes.

VitalAudit® services

Mortality verification

Confirm your deceased customers’ vital status using our advanced audit capabilities, providing clarity when status is uncertain.

Fast-Track validation API

Validate deaths reported via standard reporting processes in seconds, providing immediate confirmation and accuracy for your records.

Obituary keyword search

Our alerts flag keywords in obituaries to help you track alumni, faculty, and donors that enable universities and charitable organizations to maintain accurate records.

Customized decedent data

By exporting custom decedent data, we support your internal market analyses, research, and remediation efforts with comprehensive, actionable insights. By exporting custom decedent data, we support internal market analyses, research, and remediation efforts.

Address remediation

We locate your customers and beneficiaries with outdated addresses using multiple methods and databases, ensuring you reach the right people efficiently.

Data enrichment

We remediate your customer and beneficiary data to find missing data points like SSN and DOB that improve your decedent identification and outreach efforts.

Escheatment support

We handle your end-to-end unclaimed property lifecycle, including state reporting and remittance of assets to appropriate authorities with full compliance.

Location & outreach

We conduct outreach calls and mailings on your behalf in accordance with state unclaimed property laws, ensuring compliance while maximizing beneficiary connections.

Get expert solutions like VitalAudit® as part of our tailored suite of advisory, technology, and managed services tailored to your needs. Learn how we can help address your core business requirements.

Impact

98%

Nationwide mortality coverage

80%

Reported within 10 days of mortality

150M+

Records processed per month

Meet our experts

Jim
Ouellette

Director, Financial Services

Jim has 20+ years of experience managing and delivering regulatory and data solutions that help financial institutions mitigate risk, protect reputation, and optimize customer experience.

James
Moore

Director, Financial Services

James is an experienced data strategist and technologist with a passion for engineering solutions that deliver real-world insights to public and commercial sector markets.

Let us guide you

Guidehouse is a global AI-led professional services firm delivering advisory, technology, and managed services to the commercial and government sectors. With an integrated business technology approach, Guidehouse drives efficiency and resilience in the healthcare, financial services, energy, infrastructure, and national security markets.