With billions of bits of data on the financial services industry and a team of experienced consultants with over 25 years of industry experience, Discovery Data is uniquely equipped to advise and guide you as you work to answer your most pressing questions. Each consulting engagement is custom tailored to focus on your questions and goals and position you to make strategic moves ahead of the competition based on detailed historical data and current trends
- Is our message and approach resonating with our target audience?
- Do we have opportunities to lower expenses substantially?
- Are we targeting the right advisors?
- Is our segmentation strategy practical and effective?
- Are we on top of industry events and individual advisor activity?
Our wealth of knowledge is grounded in expansive, high-quality data and decades of on-the-ground industry experience, ensuring objective understanding of the industry and the issues you face.
- Analyze industry and firm-level trends
- Forecast, benchmark and model
- Segment markets and territories
- Craft business strategy
- Enhance brand image
- Design sales and marketing infrastructure
- Optimize relationships with advisors
- Effectively gather and manage data
Our clients include hundreds of the largest, most successful and fastest growing asset managers, broker-dealers, clearing firms and service providers in the industry. With a customized consulting engagement that can range from targeted to comprehensive, we are ready to help you. Learn More