In today’s competitive financial services landscape, data is the backbone of every successful marketing, recruiting, and distribution strategy. But here’s the reality: CRM data becomes outdated over time. Inaccurate or incomplete records lead to missed opportunities, wasted resources, and ineffective campaigns.
That’s where ISS Market Intelligence’s MarketPro comes in. MarketPro delivers the most comprehensive, accurate, and timely distribution intelligence and contact data on financial services firms, and professionals globally. Paired with MarketLink, which provides flexible integration tools, data cleansing, and enrichment services, you can ensure your firm and contact data is always complete, accurate, and actionable.
Here are three ways MarketPro can enhance your data:
Step 1: Cleanse Your Data
Your CRM is only as powerful as the data inside. Our process transforms your database into a high-performing asset by:
- Updating and completing records for accuracy
- Tracking rep movement between firms
- Eliminating firms and professionals no longer in business
- Including unique CRD, NPN, and Branch IDs for easy future maintenance
- Adding missing firms and contacts to capture your total addressable market
Step 2: Enrich Your Data
We don’t stop at cleansing. The next step is to enrich your data to drive better outcomes. Regular, continuous delivery automatically syncs your data, capturing rep movements, refreshing existing records, and seamlessly adding new ones. Enrichment includes, for example:
- ETF positions (13F)
- Private/alternative investments
- AUM
- Specialized datasets for advanced targeting
Step 3: Deliver Your Data
Our ecosystem enables flexible data delivery that fits your workflow, ensuring your distribution and marketing teams are always interacting with the same updated data.
- Secure file transfer feeds for scheduled, customized data drops
- Cloud-based portals for instant access and streamlined ingestion
- Direct CRM integrations with platforms like Salesforce, Microsoft Dynamics 365, HubSpot, Tableau, and Snowflake
- Open API for custom workflows and on-demand access
The Bottom Line
Ready to transform your CRM into a growth engine? MarketPro makes it simple to keep your data accurate, actionable, and always up to date. Speak with an integration specialist today for fast, seamless setup.
