Data Services

Our CRM Data Hygiene and Custom Data Feed Services will ensure you are communicating with the right clients and prospects in a cost-effective manner.

Discovery's 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 with our CRM Data Hygiene and Custom Data Feed.

Discovery will match, clean and expand financial services industry professional and firm profiles to help hygiene your CRM system. Our CRM data hygiene services will provide up-to-date profiles for integration back into your CRM and supply updates on an ongoing basis to maintain CRM data quality. [More...]

Discovery will supply an extensive dataset for integration into any 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. [More...]