Interests & Lifestyle Data: The Essential Prospecting Tool
Discovery Data has announced the release of a new dataset, Interests & Lifestyle, providing over 300 additional insights such as income, charitable donations, hobbies, and wealth segments on financial services and insurance professionals.
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Discovery Data just announced the release of a new dataset, Interests & Lifestyle, providing over 300 additional insights such as income, charitable donations, hobbies, and wealth segments on financial services and insurance professionals.
With these new insights on advisors, executives, and agents, Discovery Data clients can further segment the financial services and insurance markets down to their target audience and execute strategic and well-informed sales and marketing outreach to aid in their distribution and recruiting efforts.
Did you know The Wharton School of the University of Pennsylvania is the most attended undergraduate program by U.S. advisors? Or that approximately 17% of advisors have an interest in hunting? These insights and more can be used to customize conversations in real-time, enabling clients to deliver a personalized experience.
The Interests & Lifestyle dataset is sourced through multiple trusted data providers that align with Discovery Data FRAME, the firm’s process for delivering the highest level of data quality, integrity, and accuracy. Interests & Lifestyle attributes are accessible within Discovery Data’s MarketPro market intelligence tool, MarketSage research, analytics, and insights platform, or by MarketLink customized file delivery.