Partner Program

Through our network of partnerships we can help you reach your target audience,
unify and reconcile data providers, and track and analyze results.

 
 

Interested in joining
Discovery Data’s Partner Program?

Let’s work together to better serve our clients
in the financial services industry.

 
Become a Partner

Reach Your Target Market

Email Campaigns

Our network of email service providers and program structures ensures we can address your email marketing needs.

 

Ad Targeting

Connect your brand with advisors and agents across the internet at the right place, time and mindset.

 

Direct Mail

Create a personalized experience delivered on a mass scale.

 

Social Media

Evaluate which sites work best
for your business, employ tactics
to improve ROI and engage
team interaction.

 
Reach Your Target Market
 
 
 
 
Reach Your Target Market
 
 

Recruiting

Fully outsource your recruiting program with a long-term partner or engage a single recruiter for a short-term project.

Third Party Marketing

Intensify your efforts to
raise assets with an expert team selected to match
your needs.

Web and Mobile Design

Optimize the user experience with a cohesive, responsive website.

 

Contact us to learn more

 
 
Reach Your Target Market
 
 
 
 
 

Unify and Reconcile Data Providers

One of the most difficult challenges you face is how to effectively bring together,
normalize and manage disparate datasets.
We will directly work with you and other
data providers to deliver one unified dataset linked to your internal IDs.

 
 
 
Discovery Data

Discovery Data

 
Fund Sales Reporting

Fund Sales Reporting

 
Market Share Analytics

Market Share Analytics

 
Conference Activities

Conference Activities

 
Wealth Advisor Platforms

Wealth Advisor Platforms

 
Regulatory Reporting

Regulatory Reporting

 
Internally Sourced

Internally Sourced

 
Retirement Plans (5500)

Retirement Plans (5500)

 
Media

Media

 
Any Data Source

Any Data Source

 
 
Unified Dataset
 
 
 
 
 

Track and
Analyze Results

Access sales tracking and
reporting and sophisticated dashboards that give you important stats at a glance.

 

Leverage gamification to drive productivity and growth.

 

Migrate to a new CRM
system, build a data warehouse
or integrate marketing
automation software.

 

Forecast to manage expectations and
plan effectively.

 

Consult with outside experts to ensure you are on track to
deliver results.

 
 
Make Informed Decisions
 
 
 
 

Learn more about our partners
and the services they can provide.

 
Contact Us
 

Discovery Data Logo

 
 

Connect

Online Form
732-933-1899
info@discoveryco.com
LinkedInYouTubeFacebook

 

© Discovery Data. All Rights Reserved.

12 Christopher Way, Suite 202 | Eatontown, NJ 07724 | info@discoveryco.com | www.discoveryco.com