Is your CRM a source of truth or just a digital archive? For most brokers, data decays the moment it’s saved. Relying on static records means you only spot a departing client after the commission stops. In this post, we explore why live CDR (Open Banking) data is the only way to close the "data gap." Discover how moving from reactive snapshots to proactive, real-time alerts keeps you ahead of the banks and firmly in control of your trail book’s future.