Make sure you are reaching out to the right people at the right place.

Discovery Data will match, clean and expand your financial services industry firm and professional profiles in your CRM system or other data warehouse. Our data hygiene efforts de-dupe your records, flag those firms and reps no longer in the industry, correct all data fields, add valuable profile data and provide an updated file for integration back into your CRM system.

Data Hygiene

Your data is matched to our comprehensive data warehouse.

Data updates
and additions plus new records are provided.

Ongoing updates
are sent on a
frequent basis.

Free data hygiene analysis & recommendation report.

Learn at no cost or obligation what the condition of your data is and what it would require to clean it up by taking advantage of our Free Data Hygiene Analysis & Recommendation Report. With this report you will know exactly what it will take to clean up your data, how much data will be added, how long the project will take to complete, and what the cost will be. The results contained in the report usually present a dramatic picture of the positive impact a
Discovery Data hygiene project can have on your records.

Reps who are now at different BDs
Added or corrected addresses, phones and emails
CRD #'s added
Firms and reps no longer in the industry
Duplicate records to remove or merge
New records missing from your target audience

How it Works

Your data file is first properly formatted with fields parsed, normalized and standardized to prepare it for the matching process. Then it is matched to our comprehensive data warehouse, which contains an unparalleled amount of current and historical industry data. Next, a programmatic match process is run to find exact matches. All remaining records are reviewed manually by a team of experts.


Dramatically improve productivity of sales and marketing teams, lower ongoing data management costs, increase customer satisfaction through expanded outreach, de-dupe and add firm and rep profiles, remove firms and reps no longer in the business, and add CRD #'s for easy future data maintenance. Learn More

Learn how we have helped some of the largest and most successful organizations update, merge existing systems and migrate to a new CRM with our data hygiene service, and let us recommend a custom solution to help you and your team.

Data Hygiene

Request a FREE Data Hygiene
Analysis & Recommendation

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