Discovery Data MarketLink
Our MarketLink product suite provides flexible API and feed integrations, and data cleansing and enrichment services, making sure your firm and contact data is always complete, accurate, and actionable.
Put your CRM on autopilot by connecting directly to Discovery Data through our flexible API.
- Use our Salesforce.com app for instant results
- Update existing records in real-time
- Add new firms and contacts and track rep movement
- Ensure records are always accurate and complete
Customized file delivery to seamlessly integrate into your organization's existing workflow.
- Expansive data delivery from daily to quarterly
- Full datasets and delta files available
- North America data coverage and specialized datasets including Private Funds and Diversity & Inclusion
Ensure your records are up to date and complete.
- De-dupe and remove bad or incorrect data
- Remove firms and professionals no longer in the business
- Append additional data fields for advanced targeting and analytics
- Include unique CRD, NPN, and Branch IDs for easy future data maintenance
- Add missing firms and contacts to capture your total addressable market
Immediate enrichment of all inbound marketing leads.
- Real-time updates for all inbound marketing leads through online form submissions
- Append campaign IDs, unique advisor and agent identifiers including CRD and NPN, and other valuable data
- Works with multiple CRM and marketing platforms