Our data services help ensure 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 your records are always accurate and your team can focus on selling.

Data Hygiene

Poor data quality costs the financial services industry billions of dollars every year in wasted labor and billions more in missed opportunity. Discovery Data is the recognized data hygiene expert in the financial services industry, having completed large and complex projects for many of the largest asset managers and broker-dealers, encompassing hygiene of over 3.7 million client CRM records. [Read More...]

Data Feeds

Our Data Feeds supply an extensive dataset for integration into any CRM or other data systems and provide updates on an ongoing basis to maintain the quality of your data. Select specific data fields related to your line of business to customize your CRM. Discovery Data is the recognized industry leader in providing ongoing data maintenance and update feeds, including over 4.1 billion records delivered to clients. [Read More...]

Discovery Profile for CRM

At the click of a button within your CRM system, Discovery Profile for CRM provides detailed profiles on 630,000 professionals and all firms in the financial services industry. Each profile includes the most extensive data to help you qualify and connect with the right prospects and clients, and always displays the most current information available in the database rather than aged data maintained within your CRM. [Read More...]

Our data services have helped hygiene and update over 4.1 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