Service Provider

With access to detailed data on over 1.9 million financial services industry professionals and firms, and analytical capabilities, service providers can direct their sales and marketing efforts towards their target audience. Discovery equips you to segment the market, limit sales calls to only advisors/agents that fit your criteria, conduct market research, increase brand awareness, understand the competitive landscape, deliver your message via email and direct mail campaigns, and test new ideas with custom surveys.

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:
  • Business and home contact information
  • Services offered
  • Radius tool to locate targets in certain towns/areas
  • Assets Under Management, in certain cases
  • Insurance and securities licensing details
  • Captive agents
  • Carrier appointments
  • Clearing firms/custodians used

Build Relationships and Gain New Business

• Access extensive information 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 saves us a substantial amount of time when it comes to establishing relationships with independent broker-dealers and registered representatives. Discovery has the most accurate and up-to-date information, which is extremely helpful in our marketing efforts.

Integrate 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50,000 registered reps having switched broker-dealers in the past two years, service providers find themselves using out of date CRM systems.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 throughout the year, 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

• Segment the market
• Limit sales calls to only specific professionals/firms
• Deliver communications via email and direct mail campaigns
• Increase brand awareness
• Test new or improved product/service ideas with custom surveys
• Conduct market research
• Understand the competitive landscape

Through the use of Discovery we are able to better target prospective students for our educational programs. Discovery's extensive data, combined with their exceptional client service, has provided a success rate that has far surpassed our expectations.