​Custom file delivery

ABOUT US

AccuPoint Solutions was founded by a group of financial services industry veterans who have...
  • sat in your seat
  • been clients of like solutions
  • designed and delivered information strategies and solutions to the industry​
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​We are independently owned, with our team having 160+ years in the financial services industry.

We have the vision to provide the most value-added information.
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Our coding and methodologies are all proprietary, allowing for flexibility and timeliness in delivering unique solutions.​

OUR DATA
Each and every day we focus on the breadth, depth and quality of the information we gather.

We are focused on aggregating two types of data:  public (not solely from regulatory sources) and non-public (includes internally derived).

We will continuously add new data and functionality, striving to always provide you with the most relevant and valued information.

​The combination of our information, experience and services assists firms with their sales, marketing, recruiting and data enhancement efforts
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​AccuPoint Solutions is an innovative industry data provider offering extensive information on Insurance Agents, Financial Advisors and Firms distributing insurance and financial products and services. We provide proprietary tools and filters that enable you to focus your search, presenting you with the advisors, firms and actionable information that best help you broaden your business results and increase your ROI.  Use your current outreach resources, or leverage our services to get the most use of our data, including mass email distribution services, outbound phone calling services, CRM cleansing and maintenance, and digital marketing campaigns, or ingest our data into your own proprietary and / or third-party platforms.

Lead by a team with over 150+ years of relevant industry experience, AccuPoint Solutions understands how to collect and present value added information.​​

Our web-based portal enables you to search, preview and download detailed and timely information.  With hundreds of data points, including multiple addresses, phone numbers and emails, branch information, executive titles, employment history, and more, we assist firms with their data enhancement, recruiting, sales and marketing efforts. 

Subscribe to our data and gain access through our portal, or via custom file delivery, secure SFTP and FTP sites, and the latest technologies or services your firm uses. As the industry leader in data hygiene services, digital (re-targeting and programmatic) marketing programs, email marketing campaigns, custom content creation (including landing pages, brand and event promotion), and outbound calling campaigns for lead generation, we have a suite of products unmatched in the industry.
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