SOLUTIONS BY DISTRIBUTION CHANNEL
We offer the following data subscriptions:
Database SubscriptionsAccess prospects / clients via
our proprietary Web-based Portal, returning key data on agents, advisors and firms that match your profile |
CRM integration & Custom File DeliveryIngest files with the data you
want directly into your CRM or data warehouse |
Customized Reporting and Report DeliveryCustomized Reporting of AccuPoint’s current data points, tailored to the Client’s specifications
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Data Matching, Cleansing & Updating |
Digital Advertising
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Email Distribution Services
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We will match our data to yours, providing the latest information back to you, including unique identifiers for future maintenance; Or, we will simply append our data to yours if you have unique identifiers - CRDs or NPNs
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Present your targets with your brand while your targeted prospects browse the internet via Display, IP Targeting, Native, or Geo Fence options
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Our team will be your THIRD-PARTY outsourced solution to send mass email campaigns (10k to 500k+) to your targets, returning a complete reporting package within four day of completion
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Firm & Advisor Movement Reports
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Outbound Calling & Script Writing
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Team Access
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We provide weekly reporting on firms & advisors entering or leaving the industry, changing their registration (advisor or firm becomes dually registered) and changing their status (active vs. inactive), as well as any reporting on new disclosures
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We complete all tasks including list generation and script writing, making outbound calls using a seasoned team that calls your targeted list
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We leverage our knowledge of our data and industry experience to ensure you get the right targets and the most valued results
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