Case Study: Morningstar

Advisor Insights Activate New Distribution Opportunities

Discovery Data’s ability to provide Morningstar with a seamless connection to the marketplace through its intelligence tool and MarketLink API helped guide them toward a deeper understanding of the market and the advisors that control distribution in the financial world. This allowed Morningstar to maintain an accurate and complete view of the advisor landscape, while creating new leads and significantly increasing their ROI.

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