Describe the project or task the provider 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?
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?
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 the provider:
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 are you solving with the provider? What benefits have you realized?
As our sales team grew, we were able to get access to more advisors to call and make more niche reports.
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