Ipreo Publishes Inaugural Edition of the Discovery Data Retail Financial Services Industry Almanac™
NEW YORK, NY — April 6, 2015 — Ipreo, a leading financial services industry provider of data and analytics on firms and professionals, has published the Discovery Data Retail Financial Services Industry Almanac: 2014 Edition. The first in an annual series, the Almanac was developed from over 2 years of extensive research into Discovery Data Archive™, the most comprehensive historical dataset on firms and reps in the financial services industry, identifying key trends and opportunities.
Ipreo Releases Fully Automated Data Integration App, Discovery DataLink, for Salesforce.com
NEW YORK, NY — July 7, 2014 — Ipreo, a leading financial services industry provider of data on firms and professionals and recognized expert in CRM data hygiene, announced the release of a new integration application for the Salesforce CRM system. Providing complete automation, Discovery DataLink helps populate and maintain an up-to-date CRM system with extensive information on financial services industry firms and professionals, including financial advisors.
Ipreo Acquires Discovery Data
Financial Services Industry Data Leaders Unite to Provide World Class Services
NEW YORK — July 18, 2013 — Ipreo, a global leader of data, market intelligence and productivity solutions to capital markets and corporate professionals, today announced its acquisition of Discovery Data, a leading financial services industry provider of data on firms and professionals, and a recognized expert in CRM data hygiene.
Discovery Data Introduces Interactive Market Insight Dashboards
EATONTOWN, NJ — June 29, 2013 — Today Discovery Data introduced Discovery Data Market Insight Dashboards, providing clients for the first time with direct access to the firm's unmatched historical data repository on the financial services industry.
Number of RIA Firms within Discovery Data Surpasses 30,000
EATONTOWN, NJ — April 8, 2013 — Discovery Data announced today that the number of investment advisory (RIA) firms within its online system has surpassed 30,000 for the first time. This is the entire universe of investment advisory firms registered in the U.S., either at the state or federal level.
Discovery Data Expands RIA Industry View to Include Exempt Reporting Advisers
EATONTOWN, NJ — February 15, 2013 — Discovery Data RIA now offers information on over 2,300 Exempt Reporting Advisers (ERAs), expanding clients' industry view to over 29,500 investment advisory firms.
Discovery Data Clients Add 1,000 Users Since Launch of New System
EATONTOWN, NJ — November 6, 2012 — The leading financial services industry data provider, Discovery Data, has announced the addition of 1,000 users since the launch of its new, state-of-the-art online system. In only a few short months the firm has seen the number of users grow 40% and many client relationships expand to gain a complete view of the financial services industry.
Discovery Data Adds One Million Pinpoints
EATONTOWN, NJ — July 16, 2012 — Discovery Data has announced the addition of over one million personal profile and contact data points for financial services industry professionals in the last year, once again widening the gap between it and any competitor.
Discovery Data Introduces the Only Single View of Financial Services Industry
EATONTOWN, NJ — April 3, 2012 — Today Discovery Data has made available the only database offering a single view of the financial services industry. After months of extensive work consolidating its previously siloed databases, Discovery Data is excited to provide access to the financial services industry through a state-of-the-art online system to help clients identify, reach and do business with all 33,000 firms and 2 million professionals throughout the United States.
Discovery Data Launches World Class Online System
EATONTOWN, NJ — April 3, 2012 — Discovery Data has launched a new, state-of-the-art online system providing access to its revolutionary new consolidated financial services industry database. The online system arms clients of Discovery Data with powerful tools such as sophisticated search capabilities, a Google trip planner, a territory builder, and business intelligence capabilities to follow industry trends and mine key data.
Discovery Data Releases Three Year BD Rep Movement Study
EATONTOWN, NJ — April 3, 2012 — Discovery Data has released a new special report in their market insight offering, 2009–2011 Broker-Dealer Rep Movement Study. Within this report is an in-depth analysis of rep movement for the entire three year period of 2009-2011, as well as separate analyses of the years 2010 and 2011.
Discovery Introduces Extensive BD Profiles
EATONTOWN, NJ — October 3, 2011 — Today Discovery rolled out extensive enhancements to its profiles of Broker-Dealer (BD) firms. The wide ranging improvements have been added to Discovery’s BD database.
Discovery Enhances RIA Profile Data
EATONTOWN, NJ — September 6, 2011 — Discovery has read and cataloged hundreds of thousands of pages of RIA brochure data to help clients refine searches, save time and leverage business building efforts.
Discovery Releases User Interface Upgrade
EATONTOWN, NJ — September 6, 2011 — Discovery has released an improved user interface, with a fresh new look, single sign-on for multiple database subscribers, simplified and better organized navigation, dramatically expanded filters, mobile access and more. These improvements allow clients to target financial services firms and professionals in a quick, easy and more precise manner.
One Million Email Addresses Now Available
EATONTOWN, NJ — June 13, 2011 — Discovery has surpassed one million email addresses in its suite of databases. Year-to-date the firm has added 724,000 email addresses and will continue to add, update or verify thousands of emails each month.
Discovery Launches Unique Advisor Identifier
"Success Likelihood" Helps Discovery Clients Target Top Advisors
EATONTOWN, NJ — October 18, 2010 — Discovery has made available in its Registered Representative (RR) database a new data field, Success Likelihood, to assist clients in narrowing the universe of 600,000 RRs down to a target list.