Discovery Data is the leading provider of data, insights, and analytics on the firms and people driving the financial services and insurance industries.
Eatontown, NJ
Joined May 2012
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We are excited to announce Discovery Data has entered into a definitive agreement to be acquired by @issgovernance! Read Press Release: bit.ly/3Etd2Ok
[📈 Advisor Intent Indices] Advisor engagement had a heavy concentration on Equities in September, with advisors spending a great deal of time focused on large cap indices. bit.ly/3jHD4VY
#AdvisorIntentIndices
📣 Introducing Discovery Data’s Advisor Intent Indices! Advisor Intent Indices empower #ProductDistributors, #Recruiters, #Marketers, and #DataScientists with highly accurate first-party information on advisor-level intent in near real-time. bit.ly/3pBlN4D
[🎙️ Podcast] Redefining Digital Marketing for Asset Managers With Data bit.ly/3vC9yWj With @GK3Capital’s Founder John Gulino and Chief Marketing Officer Keith Kochberg
#DataPossiblePodcast
[💡 BLOG] How can the wealth management industry avoid diversity blind spots? bit.ly/3pn5o3A
Thanks, @NICSAnews! We are excited to be a part of #GMMnicsa. Sessions start today – Discovery Data’s Saleem Khan will be moderating tomorrow’s session on The Age of Product Development: Private vs. Public.
#ProductDistribution #AssetManagement
#GMMnicsa starts tomorrow at 10:00am ET. There is still time to register or purchase an individual pass! Thank you to our general conference sponsor, @DiscoveryData. ow.ly/BvAW50GmnMc
[🎙️ Podcast] How Recruitment Technology Drives Human Connection bit.ly/3F2VpWx With @FAMatch's Co-Founder Ryan Shanks
#DataPossiblePodcast
[💡 BLOG] Key Milestones for Data-Driven Asset Management Distribution bit.ly/2Wkw7ll
[🎙️ Podcast] Developing Strategy With Behavioral Data bit.ly/3ENLNz1 With AdvisorTarget's CEO Duncan MacDonald-Korth and CDO Jeff Tripp
#DataPossiblePodcast
Thank you, @SnowflakeDB! We are excited to be a part of Snowflake #DataMarketplace ❄️
Welcome @DiscoveryData as the newest partner to join #DataMarketplace!
Their actionable intelligence on the financial services industry improves the impact of data-driven sales, marketing, and recruiting to increase win rates and accelerate growth >> bit.ly/3zYCo4w
Hear from @HavenerCapital's Stacy Havener and AdvisorTarget’s Duncan MacDonald-Korth on September 16th as they dive into trends in the marketplace and highlight why actionable data is beyond critical in this new era. Register Now: bit.ly/3ld07YR
#AssetManagement
[🎙️ PODCAST] Improving the Client Experience Using Advisor Team Data bit.ly/3tmV37M With @salespage's Director of Sales Enablement Solutions John Pumphrey
#DataPossiblePodcast
Produced by our partner @advisorpedia
[WEBINAR] Join us for Discovery Data’s Webinar - The Asset Management Distribution Roadmap for a Post-Pandemic World. Register Now: bit.ly/3naF1gn
We’ve partnered with @salespage to provide asset managers with our combined advisor intelligence within the SalesPage platform! 🙌🎉 bit.ly/3DMjL6q
#SalesPage #AssetManagement
Our partner @AdvPerspectives💥 is hosting their virtual Thought Leader Summit next week (8/24 & 8/25). The agenda is packed with informative sessions including What’s in Store for the Markets and Economy and The Truth About the Future of the Financial Advisor! Register below👇
Hear from Jeffrey Gundlach and other industry experts during our two-day virtual summit!
Join us for the AP Thought Leader Summit 2021. Tuesday-Wednesday, August 24-25, 2021.
#APTLS2021
aptls2021.advisorperspective…
[🎙️ Podcast] Achieving Marketing Nirvana Through Digital Advertising bit.ly/3iVDdoA With @InvestingChannel’s VP of Advertising Matt Kelly
#DataPossiblePodcast
Find out how advanced #DataScience is helping firms predict advisor behavior and turn what ifs into action 👉 bit.ly/37u3ELK
Expand your market coverage throughout North America with access to our Canada dataset – providing comprehensive business profiles on professionals and firms registered to do business in Canada’s financial markets. View PDF Overview: bit.ly/3iyTGPu
We're excited to join the NICSA community and collaborate with the asset management industry on #DataScience #TechnologyInnovation and #ProductDistribution
Welcome to our new #Nicsa member, @DiscoveryData, a leading provider of accurate and trusted information on the firms and people essential to the financial services and insurance industries. discoverydata.com/
