Wholesaler/Specialist

Discovery offers wholesalers and specialists 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 professionals and firms for distribution, arrange meetings while traveling, prioritize sales calls, analyze your client base, realign or create territories, pre-qualify conference attendees, and catch the attention of your audience with 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 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

Success Story: Optimize Your Travel Time

Discovery features many different demographic and asset filters, which allow you to search, segment, and analyze advisors. These filters are what saved a recent business trip. When I stepped off the plane for three days of appointments and I found myself with an open afternoon due to cancellations. With traveling expenses paid, and now free time, I decided to capitalize on this opportunity and use Discovery to seek out local RIAs. By logging into the database and plugging in the zip code I found numerous RIAs in the area, and with a few phone calls was able to set up three appointments. Discovery turned an almost failed business trip into time and money well spent.

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registered reps having switched broker-dealers in the past two years, wholesalers and specialists find themselves using out of date CRM systems.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 professionals and firms for distribution
• Prioritize sales calls
• Arrange meetings while traveling
• Profile and analyze your clients and prospects
• Communicate via email or direct mail campaigns
• Realign or create sales territories
• Pre-qualify conference attendees