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Discovery Data Launches Redesign Dramatically Improving Financial Services Industry Targeting

EATONTOWN, NJ — August 20, 2015 — Discovery Data, the leading financial services industry provider of data on firms and professionals, has redesigned and added functionality to further assist clients with targeting the wealth advisor and asset manager marketplaces. The upgrade includes a simplified search screen layout and navigation and many filter additions to make building searches easier and faster.

Discovery Data search screens were reorganized to allow for a more fluid sequence of selecting filters. All common filters between search screens are now in the same place for easy locating and each search screen is divided into distinct sections so that it is clear as to where users will find the filter they need. Search screen sections encompass Location and Contact Information, Firm, Titles and Licenses, and Success and Experience.

“We have saved our clients valuable time with a more intuitive design, less clicks, added consistency and much faster processing,” stated Bob Herrmann, CEO of Discovery Data.

New search filters were added including Boutique and Traditional BD Type, Primary BD Type, Number of Reps in Branch, Former BD, Current RIA and RIA Advisory Services. The redesign also locked in place at the top of the screen selected search criteria and counts so users can track progress as they narrow their search and navigate the many filtering options.

“This was a major project for us, but we knew in the long run our users would benefit greatly from this update. We always want to make sure our clients spend as much of their time as possible generating business and the least amount of time in Discovery Data,” said Nina Bomba, Senior Product Analyst for Discovery Data.

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