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Discovery Data Reviews & Provider Details

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.

Seller

Discoveryco

Provider Description

Discovery Data helps companies grow their business in the financial services and insurance industries through data and analytics delivered through cloud-based applications, CRM integrations and data-driven marketing and market insights. Our robust profiles on 40,000 BD and RIA firms, over 730,000 active registered reps and over 2 million insurance agents allow asset managers, wealth managers, insurance companies and financial technology providers to recruit qualified candidates, expand distribution and deliver precision targeted sales and marketing outreach.

Overview by

Calie Valore (Digital Marketing Specialist at Discovery Data)

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Discovery Data Reviews (4)

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BC

Brittania C.

Sales Development Representative

Mid-Market (51-1000 emp.)

10/31/2022

"A Great Resource for anyone!"

5/5

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.

RP

Ryan P.

Senior Account Executive

Small-Business (50 or fewer emp.)

4/28/2022

"Excellent Lead source"

5/5

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.

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. Review collected by and hosted on G2.com.

Recommendations to others considering Discovery Data:

Great tool to get detailed info on prospects Review collected by and hosted on G2.com.

What problems is Discovery Data solving and how is that benefiting you?

Detailed data helps me get a picture of who a prospect is. Review collected by and hosted on G2.com.

AF

Verified User in Financial Services

Small-Business (50 or fewer emp.)

8/3/2022

"Discovery Data"

4.5/5

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.

JP

Jesse P.

Senior Account Executive

Mid-Market (51-1000 emp.)

3/19/2019

"Great directory "

4/5

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.

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. Review collected by and hosted on G2.com.

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 Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.