OUR PRODUCTS & SERVICES​​

Database Subscriptions

Accessible via AccuPoint’s Proprietary
Web Portal (Search Tool / User Interface)
  • Insurance Agent
  • Insurance Agency
  • Registered Investment Advisor
  • Investment Advisor Representative
  • Registered Representative
  • Broker Dealer

Data Hygiene

AccuPoint matches to Client provided Firm and / or Advisors’ or Agents’ data (those typically in their CRM), providing Client with the latest AccuPoint information on those matches, including indicators if data has been modified, for more efficient analysis

Firm and Advisor Movement Reporting

AccuPoint provides reporting on Firms and Advisors entering or leaving the industry, change in registration (RR now an IA / BD and RIA) and change in status (Active vs. Inactive).  Updated information (contact, firm name, etc.) is included in the Report

Custom File Delivery

Including integration into CRM’s
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Files delivered based on Client’s specifications, including for integration with Client’s CRM

Digital Advertising

Display, Email, IP Targeting, Native, Geo Fence

Outbound Calling & Script Writing Services

AccuPoint has partnered with PT Services to make calls to targeted individuals and firms.  Together we complete all tasks including list generation and script writing, when requested.  Partnering with PT Services enables us to focus on our data quality, yet offer seamless services.

Customized Reporting and
​Report Delivery

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

Email Distribution Services /  Content Creation

AccuPoint is your email distribution center performing all tasks necessary to launch email campaigns

Deliver your content to 500, or 500k recipients from AccuPoint's Databases
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Mass campaigns as well as "Niche" campaigns
Content creation (in HTML), including landing page

Team Access for consultation and assistance with targeted searches​

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