Improve your data. Increase your AUM.
From strategy to execution Discovery Data powers your distribution efforts by enabling you to activate data and turn insights into inbound investment dollars. Increase sales in business channels and products such as mutual funds, retirement accounts, and ETFs.
The right prospects every time.
Fuel your pipeline by targeting the most qualified prospects. Our MarketPro segmentation application enables you to quickly surface new opportunities for asset management.
Streamline your workflows.
With MarketLink solutions you can ensure you leverage the most comprehensive and accurate financial services and insurance industry data. Power your distribution as you seamlessly connect your CRM to Discovery Data.
- API | Automated real-time delivery into your CRM.
- Feeds | Customize file delivery for flexible deployment.
- Cleansing | Ensure your records are up to date and complete.
- Enrichment | Immediate enrichment of all inbound marketing leads.
Know where the reps go.
Leverage key insights by monitoring rep moves by firm, channel, and more – all accessible through interactive dashboards and detailed research reports.
Enhance distribution with powerful marketing.
We give asset management firms an unfair advantage. Connect to the right opportunities with MarketReach, our robust marketing solution that works with your sales teams to improve the effectiveness of your targeting efforts.