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Discovery Data

By Discoveryco

4.6 out of 5 stars
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Discovery Data Reviews (4)

Reviews

Discovery Data Reviews (4)

4.6
4 reviews

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Brittania C.
BC
Sales Development Representative
Mid-Market (51-1000 emp.)
"A Great Resource for anyone!"
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. Review collected by and hosted on G2.com.

What do you dislike about Discovery Data?

The phone number to the Broker-dealer is sometimes the only information available. Review collected by and hosted on G2.com.

Ryan P.
RP
Senior Account Executive
Small-Business (50 or fewer emp.)
"Excellent Lead source"
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. Review collected by and hosted on G2.com.

What do you like best about Discovery Data?

The detail that they provide is amazing. Review collected by and hosted on G2.com.

Verified User in Financial Services
AF
Small-Business (50 or fewer emp.)
"Discovery Data"
What do you like best about Discovery Data?

Ease of use and specific to financial service industry Review collected by and hosted on G2.com.

What do you dislike about Discovery Data?

Not all integrations are available to connect to 3rd party apps Review collected by and hosted on G2.com.

Jesse P.
JP
Senior Account Executive
Mid-Market (51-1000 emp.)
"Great directory "
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. Review collected by and hosted on G2.com.

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 Review collected by and hosted on G2.com.

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