Seamlessly integrate actionable contact intelligence for financial advisors and insurance agents directly into your existing systems — on your terms.
Growth depends on identifying and reaching decision-makers. MarketPro has that intelligence. MarketLink is the tool to get it into your systems.
Our Integration Process
Removing duplicates and updating old data with accurate records ensures seamless integration.
Delivery that fits your workflow, ensuring your distribution and marketing teams are always interacting with the same updated data.
Enriching your records with 13F holdings, private and alternative investments, AUM, and specialized datasets improves targeting.
Guided onboarding aligns integrations with your business intelligence needs. Ongoing, dedicated support to help you adapt to your evolving needs.
Continuous Enrichment
Regular delivery automatically syncs your data, capturing rep movements, refreshing existing records, and seamlessly adding new ones.
Receive Our Data
Cloud-Based Delivery
Automated Efficiency: Intuitive portals for instant access are designed for easy connection and streamlined ingestion.
Fully Integrate With Our Data
Tailored Fit: Connectors and custom mappings integrate datasets into your CRM fields without heavy coding or manual workarounds.
Popular Integrations
MarketLink delivers reliable, ready-to-use data optimized for actionable intelligence, seamlessly integrated into CRMs, BI tools, or data lakes/warehouses with minimal workflow disruption.
Advanced Features
Automated Notifications
Filtered, Scheduled Rep. Inserts
Dynamic Rep. Movement Updates
Support for Complex Hierarchies
Single Record by Unique Identifier
MarketLink is the key to MarketPro data integrations.
Speed to Value - Quick setup with minimal IT involvement
- Training and best practices
- Fully customized
Ongoing Support
- Dedicated success manager
- Continuous enhancements based on user feedback
- Technical documentation and support sites
ISS MI MARKETPRO FRAME
Our proprietary process delivers the highest level of data quality and accuracy.
We collect, align, and connect millions of data points
The data is refined through stringent verification and cleansing processes
Our proprietary logic and data team analyze the data for any gaps
Augmented with additional predictive data, actionable datasets are created
Data is delivered through live methods and cloud-based solutions
Frequently Asked Questions
Effective distribution teams rely on up-to-date and actionable data delivered straight into their workflows. Integrated systems streamline contact management, track rep movement, and improve targeting. By connecting CRMs to tools like MarketPro, distributors can better engage prospects and strengthen relationships with allocators through informed, relevant communications.
MarketLink’s integration options work well with many leading CRMs, including Salesforce, HubSpot, and Microsoft Dynamics, making it simple to sync financial services advisor and insurance agent contact and firm data so teams can automate updates, maintain accuracy, and support smarter outreach.
MarketLink provides secure access to critical, up-to-date distribution intelligence. Firms can pull updated records, enrich CRM data, and automate workflows. This ensures that sales and marketing teams always have current insights to guide strategy and outreach.
A quality data integration tool can deliver verified contacts and contact details, contact movement between firms, firm profiles, AUM, exchange-traded securities, and team structures. MarketLink’s flexible integration tools also support unique identifiers and enrichment fields. This depth of data helps asset managers, insurers, and recruiters better understand markets and tailor their engagement strategies.
Smart financial services and insurance company data integration removes the need for manual updates and eliminates gaps and duplicate records. It automatically feeds clean, enriched data into your CRM, keeping firm and contact details accurate. This improves targeting, reduces wasted effort, and gives sales and marketing teams the ability to act with confidence.