# Discovery Data Reviews **Vendor:** Discoveryco **Category:** [Marketing Analytics Service Providers](https://www.g2.com/categories/marketing-analytics-services) **Average Rating:** 4.6/5.0 **Total Reviews:** 4 ## About Discovery Data Discovery Data provides the most accurate and trusted information on the firms and people essential to the financial services and insurance industries. Our data, analytics, and services create actionable intelligence that enable our clients to more effectively target opportunities and execute go-to-market initiatives. In the end, revenue is accelerated and business goals are achieved. With an unwavering focus on excellence, we deliver unparalleled results for our clients’ sales, marketing, and recruiting departments. ## Discovery Data Reviews ### 1. A Great Resource for anyone! **Rating:** 5.0/5.0 stars **Reviewed by:** Brittania C. | Sales Development Representative, Mid-Market (51-1000 emp.) **Reviewed Date:** October 31, 2022 **What do you like best about Discovery Data?** I like that I can search for any name, and the information is available 90% of the time. **What do you dislike about Discovery Data?** The phone number to the Broker-dealer is sometimes the only information available. **Recommendations to others considering Discovery Data:** Reach out to the team to schedule a tutorial. The team is always willing to help! **What problems is Discovery Data solving and how is that benefiting you?** Finding advisors and their business contact information fairly easily. ### 2. Excellent Lead source **Rating:** 5.0/5.0 stars **Reviewed by:** Ryan P. | Senior Account Executive, Small-Business (50 or fewer emp.) **Reviewed Date:** April 28, 2022 **Describe the project or task Discovery Data helped with:** Finding leads and getting detailed data on people. Experience, how many people are in the office etc. Great tool. **What do you like best about Discovery Data?** The detail that they provide is amazing. **What do you dislike about Discovery Data?** It took a bit to get use to running queries and getting things to load a little slow sometimes. **Recommendations to others considering Discovery Data:** Great tool to get detailed info on prospects **What problems is Discovery Data solving and how is that benefiting you?** Detailed data helps me get a picture of who a prospect is. ### 3. Discovery Data **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Financial Services | Small-Business (50 or fewer emp.) **Reviewed Date:** August 03, 2022 **What do you like best about Discovery Data?** Ease of use and specific to financial service industry **What do you dislike about Discovery Data?** Not all integrations are available to connect to 3rd party apps **What problems is Discovery Data solving and how is that benefiting you?** Providing high-level and detailed BI analytics for Financial Services. ### 4. Great directory **Rating:** 4.0/5.0 stars **Reviewed by:** Jesse P. | Senior Account Executive, Mid-Market (51-1000 emp.) **Reviewed Date:** March 19, 2019 **Describe the project or task Discovery Data helped with:** Discovery Data has helped me find new financial advisors to call that I wouldn't have found normally. When I am looking for new people to call, I can create some pretty intelligent reports that narrow down my search quite a bit. I like that I can search for advisors that have developed businesses that are part of specific broker dealers that have current websites. **What do you like best about Discovery Data?** I like that the list is extremely comprehensive. I feel like every single financial advisor is in the system. Sometimes I make reports that show all the recent advisors that did a broker dealer change **What do you dislike about Discovery Data?** I find the software incredibly time consuming to search through. It rarely feels easy to find new people. Sometimes I feel like I am going through a lot of records in order to find just a few new qualified people to call. **Recommendations to others considering Discovery Data:** I would recommend the salesforce integration so you don't have to be operating in two different systems and manually adding new people to your CRM **What problems is Discovery Data solving and how is that benefiting you?** As our sales team grew, we were able to get access to more advisors to call and make more niche reports. ## Discovery Data Discussions - [What is Discovery Data used for?](https://www.g2.com/discussions/what-is-discovery-data-used-for) - [View Discovery Data pricing details and edition comparison](https://www.g2.com/products/discovery-data/reviews?section=pricing&secure%5Bexpires_at%5D=2026-05-14+02%3A01%3A05+-0500&secure%5Bsession_id%5D=d8d7f6e9-f362-48dc-9a73-52ffd2182f60&secure%5Btoken%5D=9ed3e62a62dff01f2a6b85c180f4b07f81e8d09c0f5478d0467507a8dec7319d&format=llm_user) ## Discovery Data Features **Planning** - Needs Assessment - Resource Allocation - Stayed within Budget - Statement of Work - Best Practices **Delivery** - Technical Expertise - Met Deadlines - Meeting Management - Project Updates - Scope Management - Roll-out **Team Quality** - Change Management Skills - Executive Presence - Vertical Expertise - Technology Partnerships ## Top Discovery Data Alternatives - [Deloitte Consulting](https://www.g2.com/products/deloitte-consulting/reviews) - 4.2/5.0 (62 reviews) - [Direct Online Marketing](https://www.g2.com/products/direct-online-marketing/reviews) - 4.9/5.0 (47 reviews) - [RevOps Global](https://www.g2.com/products/revops-global/reviews) - 5.0/5.0 (54 reviews)