Services

Communicate with the right people
in a cost-effective manner.

 
Data Hygiene
 

Data Hygiene

Learn at no cost or obligation what the condition of your data is and what it would require to clean it up.

Learn More

 
Data Feeds
 

Data Feeds

Our feeds supply an extensive dataset and provide ongoing updates to maintain the quality of your data.

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CRM Integration
 

CRM Integration

Connect to Discovery Data through our REST API or subscribe to our out of the box Salesforce solution, Discovery DataLink™.

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Data Hygiene
 

Marketing

Discovery Data's Market Mailer service will manage your campaigns and provide best practices and financial services industry
marketing expertise.

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Increase productivity with
accurate data, and lots of it.

 
 
Clean up your data and add missing records.
 

Clean up your data and
add missing records.

 
 
 
Keep your data accurate with ongoing updates.
 

Keep your data accurate
with ongoing updates.

 
 
 
Connect your CRM system to Discovery Data.
 

Connect your CRM system
to Discovery Data.

 
 
 
 
Send campaigns to reach your market.
 

Send campaigns
to reach your market.

Data is changing
every day...

 
 

Advisors
Move

 

Firms
Merge

 

Reps
Retire

 

Agents
Get Married

Learn the condition of your data with our
Free Data Hygiene Analysis & Recommendation Report.

 

Request FREE Report

 

Partner Program

Through our network of partnerships we can help you reach your target audience, unify and reconcile data providers, and track and analyze results.

 
Learn More
 
 
Partner Program
 

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