SOLUTIONS BY DISTRIBUTION CHANNEL

​We offer the following data subscriptions:

​PRODUCTS & SERVICES

Database Subscriptions

Access prospects / clients via
our proprietary Web-based Portal, returning key data on agents, advisors and firms that match
​your profile​

​CRM integration  & Custom File Delivery

​Ingest files with the data you
​want directly into your CRM or data warehouse

Customized Reporting and Report Delivery

Customized Reporting of AccuPoint’s current data points, tailored to the Client’s specifications

Data Matching, Cleansing & Updating

Digital Advertising

Email Distribution Services
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
Present your targets with your brand while your targeted prospects browse the internet via Display, IP Targeting, Native, or Geo Fence options
​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

Firm & Advisor Movement Reports

Outbound Calling & Script Writing

Team Access
​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
​We complete all tasks including list generation and script writing, making outbound calls using a seasoned team that calls your targeted list
​We leverage our knowledge of our data and industry experience to ensure you get the right targets and the most valued results