Investment Manager

Discovery offers investment managers the edge they need to stay ahead in a competitive marketplace. With access to detailed data on over 1.9 million financial services industry professionals and firms, and analytical capabilities, you can direct your sales and marketing efforts towards your target audience. Discovery equips you to identify key advisors for distribution, prioritize sales calls, profile and analyze your current clients, align territories, establish selling agreements, pre-qualify conference attendees, and deliver targeted email and direct mail campaigns.

Segment the Market

• The Discovery databases are updated weekly to provide you with the most accurate and up-to-date information.
• Utilize demographic filters such as:
  • Services and investments offered
  • Fee structures
  • Assets Under Management, in certain cases
  • BD profile including types (i.e. wirehouse, independent, regional)
  • Radius tool to locate targets in certain towns/areas
  • Business and home contact information
  • Advisors who have recently changed firms or channels
  • Dually-registered and new advisors
  • Employment history
  • Securities licensing details

Build Relationships and Gain New Business

• Access extensive information on financial services industry professionals and firms to stay on top of an ever-changing marketplace.
  • Over 1.9 million advisors, agents and executive contacts
  • Business and home addresses, phone numbers and email addresses

Discovery is first and foremost a productivity tool that has helped improve our sales, marketing and services efforts. We can plug a name, city, state or a host of other demographic filters into the Discovery database, search fields and find the contact we're looking for. The enormous amount of information in Discovery allows us to target specific prospects that meet our ideal client profile.

We use Discovery to focus on the top firms in a given area. With conferences, Discovery enables us to pre-qualify attendees to create prospect lists for our pre-show marketing efforts, thus limiting our overall marketing costs. Our only regret is that we didn't use Discovery earlier.

Integrate Discovery's Expansive, Up-To-Date Data into Your CRM

• With Discovery having recorded over 50,000 registered reps having switched broker-dealers in the past two years, investment managers find themselves using out of date CRM systems. Discovery continuously tracks industry movement within our databases to notify you of the firms affected down to the individual that moved, keep you abreast of industry trends, update your CRM system with our data services, and improve efficiency and productivity. We flag reps no longer in business, introduce newly-registered reps and track reps from their previous employer to their current firm.

Support Your Sales and Marketing Efforts

• Identify key advisors
• Prioritize sales calls
• Profile and analyze your clients and prospects
• Communicate via email or direct mail campaigns
• Realign or create sales territories
• Establish selling agreements
• Pre-qualify conference attendees
• Conduct market research with custom surveys
• Understand the competitive landscape

Discovery's commitment to continually evolving its product, expanding the data collected, and incorporating subscriber feedback to enhance the ways the data can be used, is what makes this a must-have if you are serious about marketing effectively.