Data Services

Data Services Icon Data Services

Our data services help ensure that you are communicating with the right clients and prospects in a cost-effective manner, while optimizing resources. Populate and maintain an up-to-date Customer Relationship Management (CRM) system or data warehouse, keep up with industry movement among different channels, and automate so that your records are always accurate and your team can focus on selling.

4.3 Billion Records Updated

Our data services have helped hygiene and update over 4.3 billion records. Tell us about your company’s goals and we will provide at no obligation our recommendation and an expected match rate. Learn More

Data Services

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Data Hygiene

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. [Read More...]

Data Feeds

Our data feeds supply an extensive dataset for integration into your CRM system or other data warehouse and provide ongoing updates to maintain the quality of your data. For each feed all data fields are provided to you from our Financial Services Industry dataset, allowing you to select specific data fields related to your line of business to customize your CRM system. [Read More...]

Discovery DataLink™

Discovery DataLink is a app that allows you to easily populate and maintain an up-to-date CRM system and will arm your team with extensive information on financial services industry firms and professionals, including financial advisors. Automate data integration and hygiene processes to fit your needs, as well as obtain detailed profiles on your records with a click of a button. [Read More...]

Discovery Profile for CRM™

At the click of a button within your CRM system, Discovery Profile for CRM provides detailed profiles on all firms and 655,000 professionals in the financial services industry. Each profile includes the most extensive data to help you qualify and connect with the right clients and prospects, and always displays the most current information available in our database rather than aged data maintained within your CRM system. [Read More...]



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