Year in Review

What a year it was! Here are the major milestones,
enhancements and announcements Discovery Data shared with you
throughout 2018, along with some of our favorite memories.


New & Enhanced Search Filters

We added new search filters and made lots of improvements.

Save time with simplified quick list uploads, view the agent identifier NPN in rep downloads and quickly target agents with firm associations.




We expanded address functionality, dramatically
improved our email domain search filter and added
new fields to download templates.


5 Billion Client
CRM Data
Fields Updated or Verified

We surpassed five billion
client data fields
updated or
verified by our Salesforce.com
app, Discovery DataLink™. Read More


Announced the Most Significant
Data Increase in Our History

We added over 340 fields of data with over 90 million fields populated across
our Financial Services Industry profiles on
firms and professionals, making this by
far the most significant increase in data in our company's 16 year history.

March Profile Updates


Download Primary BD Type +
Quicker Search Results


We added Primary BD Type as a downloadable field on BD Reps and Broker-Dealers search screens and made improvements to search filters such as Firm Name and Carrier Group to speed up your search results.

Quicker Search Results



Discovery Data Acquired Financial Media Group

The acquisition expanded our client coverage to 1,200 institutions and over 20,000 users.
All clients benefited from expanded resources and key product investments.


Read Press Release


We also introduced enhancements to Discovery DataLink to automatically move more Salesforce Contacts by creating new Accounts.


Significant Increase in Emails & Home Details



Email Addresses



Home Addresses



Home Phone
Numbers Added



Mile Radius Search

Copy and paste a large
number of
zip codes and enter multiple
zip codes with
different mileage
options at one time.

Zip Code with Mile Radius

New Search Filters for
Insurance Agents

We added the ability to search
insurance agents by Specialties
and Number
of Known Current
Carrier Appointments.

Insurance Agent Filters


10,000 Users

Surpassed 10,000 Online Users

Discovery Data surpassed 10,000 online users marking
a significant milestone in the company's history.
Read More

AUM Growth

New 5 Year AUM Growth Rate Search Filter

Search for RIA firms and reps using Discovery Data's
5 Year AUM Growth Rate search filter.


New Quick Links to View Related
Rep & Agent Profiles

On rep and insurance agent profiles we added the ability to quickly
view other profiles a particular person has in Discovery Data.

Profile Quick Links



Introduced Discovery
Data Insights

We launched Discovery Data Insights, the latest generation of our interactive
application to visualize important trends by tapping into 70 billion historical data
points on firms and reps in the financial
services industry.

Discovery DataInsight

We also made Discovery DataLink enhancements allowing Salesforce admins to select when the Lead Assignment rules should trigger based on their company’s preferences.


Looked back on Team Member Milestones

27 Industry Conferences 5 Team Outings 4 Toasts to Wedded Bliss
3 Discovery Data Babies Welcomed to the World
2 Celebrations for 15 Years of Service

Discovery Data has over 100 professionals
dedicated to helping our clients achieve success.

The Discovery Data Team


Delivered Results

Throughout the year we added or updated billions of data fields
in Discovery Data to help you reach your target audience.



Data Fields Verified
or Updated



Email Addresses



CRM Records
Cleaned Up



Data Fields
Sent in Feeds

Social Media Links on Rep Profiles

More social media links available on profiles

You can now view a rep or agent on LinkedIn, YouTube, Twitter and Facebook.

Happy Holidays!

We look forward to an exciting 2019 helping you identify, reach and
do business with the financial services and insurance industries.

LinkedIn YouTube Facebook Twitter

© Discovery Data. All Rights Reserved.

12 Christopher Way, Suite 300, Eatontown, NJ 07724 | info@discoveryco.com | www.discoveryco.com