Discovery Data
HQ Address
125 Half Mile, Suite 201, Red Bank, NJ 07701, United States
Website Address
Business introduction
The market leader in financial services industry data, insights, and analytics
Delivering Impact for Innovative Companies
Discovery Data is the leading provider of data, insights, and analytics on the firms and people driving the financial services and insurance industries across North America. Our actionable intelligence enables asset and wealth management firms, insurance companies, and service and technology providers to target opportunities and execute go-to-market initiatives more effectively.
With an unwavering focus on excellence, we deliver unparalleled results for our clients’ distribution, sales, marketing, and recruiting efforts.
Discovery Data Solutions
Discovery Data FRAME
Comprehensive firm and professional data. Find new opportunities and accelerate revenue with access to financial services industry data on BD and RIA firms and professionals, as well as trust companies and key staff. Firms Broker-Dealer (BD), Registered Investment Adviser (RIA), and Trust Company Assets under management and AUM growth rate Product and asset allocation including ETFs, mutual funds, fixed......
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MarketLink
MarketLink API is our flexible solution offering support to your critical endeavors Features that work for you. Streamline your workflows and empower your sales and marketing teams. Update firm and rep profiles by appending the latest data directly to your CRM records Eliminate missing opportunities with new contacts and firms in your market View robust......
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MarketPro
Target Create a customized target market using a complete view of professionals, firms, and branches. Segment Leverage precision functionality to categorize your targets. Prioritize Benefit from our comprehensive profiles providing a detailed picture across all industry channels. Execute Make calls, send emails, and track activity....
business needs
MarketReach
Delivering results. Market insights Derive actionable intelligence from target segments using cutting-edge segmentation and analysis tools. Audience engagement Reach, connect, and transact with critical segments, personas, and communities. New markets & products Launch into new markets or introduce new products to strategic decision makers and influencers. Capture market share From conquesting to win backs, run targeted campaigns that......
business needs
MarketSage
Drive deeper insights and smarter action using our data visualization suite. Actionable dashboards Customizable dashboards on Market Share, Profile Analyses, Rep Movement, and more. Deep industry insights Our continually updated library of research reports covers a variety of topics on timely events and analyses of specific segments of the market. Custom research and consulting Engage our......
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Precision Distribution for Asset Management
Empower your wholesalers with actionable intelligence. What can you do with analytics and business intelligence derived from clean data? Using MarketSage, you can leverage our library of research to capture and forecast trends. Identify and analyze firms and segments with long-term growth strategies Discover firms with a focus on asset classes such as......
