For asset managers, advisor recruiters, and M&A professionals, juggling multiple systems to manage prospects and data is a productivity killer. The best teams today run lean and smart—automating workflows, syncing data, and scaling outreach with precision. That’s exactly where ISS MI delivers value.
By integrating directly with your CRM and fitting seamlessly into your existing workflow, ISS MI goes beyond providing data—it makes that intelligence actionable across your entire tech stack. Whether you work in HubSpot or Salesforce, ISS MI connects your market and prospect intelligence to the systems you already rely on every day. Here’s how high‑performing financial teams are putting ISS MI to work.
SEAMLESS INTEGRATION
- Keeps existing records updated, reassign reps as needed, and maintain accurate affiliations.
- Add new firms and reps based on your criteria while preventing duplicates.
- Run updates weekly or on demand for urgent needs.
- Stay informed with alerts about record counts and any discrepancies found.
ENRICH CRM RECORDS
- Choose from over 100+ fields to map per object.
- Display a pre-designated Primary Registration for Dually Registered Reps.
- Link directly to MarketPro to view the full profile of a professional or a firm.
A CRM should do more than store records—it should actively drive execution. ISS MI elevates your CRM into an intelligent hub that helps teams pinpoint the right private wealth opportunities, engage prospects with purpose, and move deals forward more efficiently.
From fund distribution and advisor recruitment to M&A origination, ISS MI equips your team with scalable intelligence, timely insights, and embedded automation—so growth doesn’t come at the expense of complexity.
