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The combination of our information, experience
and services assists firms with their sales, marketing, recruiting and data enhancement efforts. |
Access information on 2.9 million unique
insurance professionals and financial advisors, as well as 200k+ firms. |
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162k Insurance Agencies*
2.5M Insurance Professionals Multiple points of quality contact information including phones, emails and addresses, LOAs, carrier appointments, age and more...PLUS, all data points available for the BD, RIA, Agents, RRs and IAs if the firm or advisor is multi-registered |
3.5k Broker Dealers
619k Registered Representatives Multiple points of quality contact information including phones, emails and addresses, products supported, # of employees, BD Executive information, branch information, types of fees, clients and activities, years licensed, exams taken, previous employers, age and more...PLUS, all data points available for the BD, RIA, Agents, RRs and IAs if the firm or advisor is multi-registered |
40k RIA Firms
384k Investment Advisors Multiple points of quality contact information including phones, emails and addresses, firm AUM, # of employees and IAs, types of fees, clients and activities, years licensed, exams taken, previous employers, age and more...PLUS, all data points available for the BD, RIA, Agents, RRs and IAs if the firm or advisor is multi-registered |
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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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Subscriptions Available
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Use Our Data to...
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Client Types
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