| | DECEMBER 202119CIOReviewWe deliver the most detailed and reliable data for CRMs, allowing our clients to have total trust in their data-driven decision making and market executionselling a mutual fund or an ETF through financial advisors, or hiring the best talent. We seamlessly integrate into our clients' workflow including robust CRM capabilities to provide the insight and analytics they need to achieve their business goals," says Skea.Discovery Data provides a variety of tailored data packages to meet the needs of its customers, as well as aid in access and distribution of data methods through the use of various technologies and analytics. First on the list is Discovery Data's flagship product, MarketPro, a SaaS-based market intelligence platform that helps users develop a precise target market by giving an end-to-end view of professionals, organizations, and industries. MarketLink is the company's suite of managed data services, by which they leverage client and third-party data to create a golden copy in the cloud or work with customers on CRM integration. Moreover, it assists with the cleansing and appending of users' existing data to ensure that the CRM application is clean and complete through its MarketLink Cleansing services. The firm recently released an analytics and visualization platform dubbed MarketSage that provides clients with deeper insight into market trends through its visualization platform with over 13 years of longitudinal data streams and analytical tools.Skea shared a case study of a Fortune 500 brokerage business that was losing a significant number of advisors to the market. At the time, the client was attempting to expand their workforce, unaware of the fact that they were losing a large portion of their advisors to specific competitors. Discovery Data helped them track the movement to and from their firm using MarketSage so they could visually see exactly where they were losing their advisors and make strategic decisions to help retain and recruit the best talent moving forward. Needless to say, such successful customer partnerships showcase Discovery Data's ability to deliver real business value. Discovery Data is dedicated to building a community of professionals who love what they do and have a meaningful impact on the company and clients. Looking ahead, the company envisions investing heavily in analytics and strengthening their solutions further. "By creating more advanced products and datasets we can provide additional value to our clients and help ensure their success," concludes Skea.
<
Page 9 |
Page 11 >