Marketing Organization

Communicate with over 1.9 million financial services industry professionals and firms. With access to business and home addresses, phone numbers and email addresses, Discovery helps design and execute your marketing efforts. For marketing organizations looking to outsource some of these efforts, Discovery offers email and direct mail campaigns, exhibitor support and custom surveys.

Segment the Market

• Discovery provides the intelligence necessary to profile, analyze and prioritize your target audience.
• Utilize demographic filters such as:
  • Business and home contact information
  • Services offered
  • Insurance and securities licensing details
  • Captive agents
  • Carrier appointments
  • Clearing firms/custodians used
  • Assets Under Management, in certain cases

Support Your Sales and Marketing Efforts

• Identify key advisors/agents
• Analyze and profile clients and prospects
• Increase brand awareness
• Deliver communications via email and direct mail campaigns
• Conduct market research
• Develop marketing plans for specific territories
• Perform conference attendee analysis
• Understand the competitive landscape
• Test new or improved product/service ideas with custom surveys
• Calculate Return on Investment (ROI)
• Conduct comprehensive research and analysis
• Maximize attendance of events

We use Discovery as an advertising and prospecting tool. The database allows us to target registered reps and inform them of the services we offer. As a result, our acquisition costs are reduced and our company revenue increases.

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registered reps having switched broker-dealers in the past two years, marketing organizations find themselves using out of date CRM systems.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.