Custom Data Feed

Integrate Discovery's extensive dataset into your Customer Relationship Management system and receive updates on an ongoing basis to maintain the quality of your data.

Discovery will supply an extensive dataset for integration into any Customer Relationship Management (CRM) system and provide updates on an ongoing basis to maintain the quality of your data. Our data feeds allow you to select specific data points related to your line of business to customize your CRM.

How it Works

For each feed a custom list of financial services industry professionals and/or firms with their associated demographic data are provided to you from the selected Discovery database(s). A custom data feed has the most success when frequent updates are scheduled to maintain the most current client and prospect lists, with the most common being monthly.

Benefits

• Populate your pipeline
• Update your CRM system
• Customize for your company
• Maximize your team's time and resources
• Manage campaigns
• Capture industry movement

Data Sources & Quality Assurance

Discovery obtains data from hundreds of sources and processes, manages this data daily and updates each database on a weekly basis. These sources can be broadly placed into six types of data: Regulatory, Commercial, Private Data Exchanges, Public Domain, Original Invention and Direct from Professionals/Companies. Data gathered goes through our quality control department to ensure only accurate and relevant information is being added to our databases.

USPS Certified Addresses

Through Discovery’s process to continuously validate, update, correct, standardize and format addresses we have met the rigorous United States Postal Service® requirements, earning their CASS™ Certification. Access the most accurate addresses, update on a frequent basis, and experience increased deliverability and response rates.