AdvisorInsights Direct

You have a wealth of data from sales, marketing, data packs, CRM - but do you have the most important data - Advisor Intent? This data gives you immediate insight into the products, tickers and investment strategies that advisors are interested in today. Through an ecosystem of 120+ partners, we cover more of the advisor market than any other data provider.

Skip ETL - Activate Insights directly in Salesforce or the Insight Creator

With an industry-leading "Delivery System" you can skip the laborious ETL process and have insights delivered into an easy to install CRM widget.

If you want to use this data for segmentation, you can access it in the Visual Insight Creator which enables non-technical users to easily review and use the data.

Or elect to receive the data via traditional flatfile or SFTP.

The choice is yours.

What is Advisor IP Match

Database that Matches IP Addresses to Financial Advisor CRDs

AdvisorTarget Clients Use Advisor IP Match to Uncover Financial Professional Identity of Web Site Traffic

Clients Using Advisor IP Match :

• Asset Managers $1T in AUM to Boutiques

• Wealth Managers / Broker Dealers / Banks

• Investor Relations Solutions Providers

• FinTechs

Data Provided :

• Advisor Contact Information

• URLs / Web Pages / Products / Solutions Visited

• # of Visits to URLs / Web Pages / Products /Solutions

Frequency of Delivery :

• Monthly, Weekly, Daily

• Real Time API

Benefits of Advisor IP Match

Sales

• Follow-up with individual Advisors who are visiting web-site

• Personalize outreach and dialogue based on web-pages / products / solutions explored

• Prioritize efforts based on frequency of Advisor visits

• Segment Financial Professionals based on Channel (RIA / Wire / IBD / Bank) and Firm

Marketing

• Determine ROI of Advertising campaigns that lead Advisors to Web-site

• Uncover Advisors who make it to Landing Pages but do not complete contact forms

• Retarget Advisors based on IP Addresses and Web-pages visited

• Personalize email campaigns based on web-pages / products / solutions explored

• Personalize Advisor web-site experience by serving-up web-pages to Advisors

Ticker Intent

Capture Tickers / Products Advisors are Searching.

Use Cases:

1. New Advisor Leads : Target investments Advisors are researching that align with your product focus

2. Take Out Campaigns : Surface Advisors searching for products that are less competitive than yours

3. Cross Sell : Expose investments your Advisor clients are researching where you have competitive product

4. Trend Data for Strategic Focus : Set your product and marketing priorities from trend data based on Advisor product look-ups

Intent Signals

Directly engage individual advisors through context-rich, timely signals based on customized keywords and categories to amplify distribution effectiveness.

Using patented, cookie-free data capture technology in conjunction with data science, we provide a bundle of pre-qualified leads (at the individual CRD level) combined with Discovery Data’s business profile and contact information to enhance your sales and marketing efforts.