SOLUTION SUITE
MarketPro
The most comprehensive, accurate, and timely distribution intelligence and contact data on financial services firms and professionals globally.
Unmatched Global Distribution Coverage
Dedicated Focus on Data Accuracy and Quality
Target and Connect to Professionals and Firms
Comprehensive Distribution Intelligence.
Understand the entire financial services distribution landscape across individuals, firms, regions, territories, and industry segments.
With industry-leading data coverage of the entire distribution intelligence landscape – firms, regions, individuals, and industries - MarketPro gives you the intelligence you need to target the right market, segment for your region, prioritize your leads, execute outreach, and nurture interactions.
Identify Market and Distribution Opportunities
Target the right market and identify financial professionals such as advisors and insurance agents. Define your Ideal Customer Profile (ICP) along with professionals, firms, and branches.
Segment Your Target Market
Create segments by region, industry focus, size, type, and more. Gain visibility into professional advisors’ books of business, including asset managers and retirement plans.
Design Outreach and Channel Strategies
Utilize a comprehensive view of profiles across channels to identify the best time and method of reaching the right contacts.
Create Powerful Sales and Marketing Plans
Use advisor, annuity, and retirement plan distribution intelligence to build your sales and marketing plans to drive effective distribution.
Optimize Distribution Strategy
Refine your strategy using data, analytics, and market expertise to nurture relationships with financial professionals.
Build Cross-Channel Campaigns
Execute outreach. Leverage integrated tracking of calls, emails, and a variety of other outreach activities. Optimize your CRM through data cleansing, enrichment, and integration.
MarketPro Suite
The most comprehensive distribution intelligence on firms, financial professionals, territories and regions globally to help you grow your business.
INTERMEDIARY PROFILES AND CONTACT DATA
Financial Services Industry Data
United States, Canada
Discovery Data is the leading provider of data, insights, and analytics on the firms and professionals driving the financial services and insurance industries across North America. Our actionable intelligence enables asset and wealth management firms, insurance companies, and service and technology providers to target financial professionals including advisors (RIAs, broker-dealers, trust companies) and insurance agents, to identify opportunities and execute go-to-market initiatives more effectively.
Users can accurately segment intermediaries by specialty, build territories and sales lists, and customize delivery methods for seamless integration with your organization’s workflows.
Leading Wholesale and Institutional Distribution Insights
Australia
Market-leading distribution intelligence covering wholesale and institutional channels in Australia that empowers wealth managers and financial services providers to identify, profile, segment and target the right customers and prospects.
The platform includes Australia’s leading contact and organisational datasets, investment product profiles, data cleansing opportunities and CRM solutions. Gain access to decision makers and prospects from the from licensed financial advisers, Australian financial services licensees, superannuation trustees, high net worth clients, family offices, research houses, platforms as well as organisational profiles covering mandates, market share, asset allocation, custodians, asset consultants and more.
Comprehensive Financial Intermediary Database
United Kingdom
Unlock financial intermediary market data like never before. Access the most comprehensive financial advisor information of FCA-authorised firms active in the UK. Gain deeper insight into the market to enable effective conversations and enhanced engagements.
Sales and Distribution Intelligence
Retirement Data and Distribution Intelligence
United States
The leading provider of retirement plan and distribution intelligence, Brightscope provides an unmatched combination of retirement plan data and the advisors and firms linked to those plans. This industry-leading distribution intelligence enables asset managers, recordkeepers and distributors to understand sales opportunities and market share at DC plans. Users can quickly research and target DC-focused advisors and firms, with proprietary sales reporting and data spanning retirement plans, advisors, territories and regions.
NEXUS DC provides deeper transparency into advisor-to-plan connections in the DC market, and comprehensive access to over 80% of the universe of DC-focused RIAs and financial advisors – the most complete view of an advisors’ book of DC business and market share.
Retail Data and Distribution Intelligence
United States
Local Market Share (LMS) is a unique distribution intelligence platform for annuity solutions powered by an industry-leading consortium comprised of the largest annuity providers, delivering sales intelligence at local geography and intermediary location levels, including advisor and firm-level information integrated from ISS MI’s industry-leading Discovery Data advisor database. Users can size annuity product opportunities across advisors, firms and regions, measure the effectiveness of distribution efforts, and understand competitive position, with user-friendly dashboards including predictive analytics and sales reporting.
Business Intelligence for the UK Asset Management Market
United Kingdom
Uncover the full UK product and distribution landscape, with the UK’s most comprehensive market intelligence with product, distribution and financial intermediary coverage in one combined offering. Reflecting over 90% of the UK retail market activity, access the most complete and accurate sales coverage reported directly from platforms, fund management groups, and life and pension companies.
Business Intelligence for the UK Lending Market
United Kingdom
Assess lending performance, track the fastest brokers, and analyze credit and risk data with the UK’s most comprehensive mortgage intelligence tool that aggregates and enriches sales data across the UK, covering 96% of the regulated mortgage market.
Integrate sales intelligence with leading industry datasets
Australia
Sync your sales intelligence and distribution efforts together with Rainmaker’s specialised data and CRM solutions that are connected to an industry-leading dataset of contacts and organisations.
Access platform and FUM sales reports for a consolidated view of your sales by adviser, practice, licensee, group, platform and by asset class or product. The sales reports are made available by connecting your CRM and sales reporting to Rainmaker’s adviser database, allowing you to conduct targeted sales analysis alongside a relevant industry backdrop.
RainmakerLive subscribers can also access the Share of Wallet functionality to view sales data, which is linked to a financial advice industry dataset of contacts and accounts, providing key sales intelligence for business development teams. The Share of Wallet upgrade provides data from Rainmaker’s platform sales and FUM reports, which is populated in RainmakerLive, providing digestible tables and graphs that identify sales trends from financial advisers and AFSLs.
Global Data Coverage
Our global datasets are unmatched in the industry, providing deep coverage of financial professionals and firms in key markets
North America
UK
*includes Financial Clarity, Mortgage Clarity, Adviser Clarity
Australia
as of 8/31/23