Communicate with 35,000 firms and over 2 million professionals including reps, advisors, insurance agents and executives. With access to extensive industry information Discovery Data helps you execute email and direct mail campaigns, conduct comprehensive research and analysis, increase brand awareness, understand the competitive landscape, calculate Return On Investment (ROI) and much more.
Support Your Sales and Marketing Efforts
Our database is updated weekly to provide you with the most accurate and up-to-date information. Utilize the following key data fields to help your sales and marketing efforts:
- Headquarters, branch and home addresses and phone numbers
- Radius tool to locate targets in certain towns/areas
- Extensive rep profiles including types, success likelihood and employment history
- Insurance and securities licenses
- Work and personal email addresses
- Carrier appointments
- RIA investment strategies, advisory services, fee structures and much more
- RIA Assets Under Management (AUM) and BD Rep AUM, in certain cases
- BD profiles including types and footprints (e.g. wirehouse, independent, regional)
- Personal trust and retirement plan accounts
Track Industry Movement and New Entrants
Keep abreast of industry trends and access the most up-to-date information in your Customer Relationship Management (CRM) system with our data services and market insight. In 2012, we recorded thousands of new RIA firms and tens of thousands of reps in our database as having switched BDs, and continue to track industry movement and new entrants to help notify you as these changes happen, ensure your CRM has captured this information and provide intelligence on industry trends.
Still unsure how we can help you? Contact us today to learn more.
"We use Discovery Data as an advertising and prospecting tool. The database allows us to target reps and inform them of the services we offer.
As a result, our acquisition costs are reduced and our company revenue increases."
Premier Independent BD Marketing Director
...The database enables us to pre-qualify conference attendees to create prospect lists for our pre-show marketing efforts, thus limiting our overall marketing costs...
Leading Fund Company Executive