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
Custom File Delivery, including integration into CRM’s
Files delivered based on Client’s specifications, including for integration with Client’s CRM
Customized Reporting and Report Delivery
Customized Reporting of AccuPoint’s current data points, tailored to the Client’s specifications
Data Hygiene - Matching, Updating and Appending
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
Digital Advertising
Display, Email, IP Targeting, Native, Geo Fence
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
Mass campaigns as well as "Niche" campaigns
Content creation (in HTML), including landing page
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
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.
Team Access for consultation and assistance
with targeted searches
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