Trust Company
Profile and connect with 2,300 trust companies with our Trust Company database. Analyze your current client base, identify trust companies for distribution and report your share of wallet.
With Discovery's Trust Company database you can connect with 2,300 trust companies and their key staff. Search and analyze trust companies, officers and contacts using detailed demographic and asset filters.
If you need access to trust companies you will benefit from Discovery's web-based interface and weekly updates.
Connect with Trust Companies
- Addresses and phone numbers
- Executives, trust officers and portfolio managers
- Assets Under Management, in most cases
- Extensive asset breakdowns
- Personal trust accounts
- Retirement plan accounts
- BD affiliations
Profile and Analyze Trust Companies
- Up to 50 data fields available, including individual and firm level detail
- Search and analyze trust companies using demographic and asset filters
Benefits
- Identify key trust companies for distribution
- Limit sales calls to only trust companies that meet your criteria
- Target direct mail and email to only your market
- Realign or create territories for your team
- Perform share of wallet analysis on current clients
- Analyze your current client base
- Understand your market share relative to the industry
Data Sources and 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. Conduct direct mail campaigns with confidence and benefit from a high delivery rate and new addresses added weekly.
Subscription
A Trust Company subscription includes unlimited access to the database, along with a dedicated Consultant and Account Manager to assist your firm both strategically and hands on, to help you utilize the database to its fullest potential. Clients can sign-up for a variety of training webinars, review our monthly newsletter, and access our industry intelligence to educate and encourage best practices when targeting the financial services industry.
Industry Focus
Many of the financial services industry's largest, most successful and fastest growing organizations employ Discovery to optimize their business development and client relationships. Our team has a deep understanding of the industry, highlighted by real life experience at client companies by our senior executives, to help guide your firm to success.