Save time and money by utilizing these powerful tools included
in our Financial
Services Industry and Insurance
Agent data subscriptions.
We provide everything you need to
identify, reach and do business with 40,000
firms and over
2 million professionals in the
advisors, owners, executives, agents and much more.
Discovery Data lets you define and save your target market
so you have quick access to your list.
You can also share and download
your list, map out your next trip and check back for updates.
Use demographic, business and
Conduct quick lookups by name,
company or ID.
Upload comma separated lists such as
zip codes or CRD numbers to prevent time-consuming manual entries.
See Our Data in Action
View Your List
Click on the person or company name in your search results to see a detailed overview of the business they conduct.
Access In-Depth Profiles
There are hundreds of data fields available to target your audience further or to learn more about existing relationships, including licenses, carrier appointments and personal information.
Keep track of meetings, discussions,
qualifications, reminders and more with Notes.
View Search Results
Dynamically view your search results on a map to easily locate new opportunities.
See Firm and
When you hover over a pinpoint, details about the firm and branch display, including firm name, AUM in some cases, the number of reps and address.
Overlay Multiple Searches
Easily view which branches appear in more than one of your saved searches with Market Analytics.
Use our interactive Territory Builder to
create and realign territories for your team.
Auto-generate an itinerary for
your next business trip.
Find nearby hotels.
Subscribers can also gain access to our
historical information on the
industry and data warehouse solutions with our add-on services including:
Access the greatest quantity and quality of data
on the financial services industry.
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