Digital transformation and AI solutions provider Visionet has implemented an AI-driven customer matching solution for Howard Hanna, one of the largest family-owned real estate brokerages in the United States, helping the company unify fragmented customer data and improve analytics, reporting, and customer engagement.

Howard Hanna, which offers residential and commercial real estate services alongside mortgage, title, and insurance solutions, faced challenges in identifying duplicate customer records across multiple business systems. Variations in address formats, inconsistent contact information, and data quality issues limited the organisation's ability to gain a complete view of customer interactions and execute targeted marketing initiatives.

To address these challenges, Visionet developed a hybrid customer matching platform that combines deterministic rules with artificial intelligence to improve both matching accuracy and scalability. The solution applies rule-based matching for structured data such as names, email addresses, and phone numbers, while leveraging AI models to normalise addresses and identify similarities across more complex datasets.

A confidence scoring model integrates deterministic and AI-generated results, enabling more accurate record matching. The platform also features a configurable rules framework, scalable architecture capable of processing large datasets across multiple systems, and data consolidation capabilities that create unified customer profiles within a centralised data warehouse.

According to Visionet, the hybrid approach optimises AI usage by applying machine learning only where it adds the greatest value, helping improve matching accuracy while controlling computational costs.

The deployment has enabled Howard Hanna to eliminate duplicate customer records, resulting in more accurate reporting and stronger customer segmentation. The unified customer view also provides greater visibility into customer interactions across business platforms, supporting more effective decision-making and personalised outreach.

In addition to improving operational efficiency, the enriched customer data foundation positions the organisation to expand the use of advanced analytics and future AI-driven applications, demonstrating how intelligent data management is becoming a critical enabler of enterprise AI adoption across the real estate sector.