Accessible via AccuPoint’s Proprietary Web Portal (Search Tool / User Interface)
Insurance Agent
Insurance Agency
Broker Dealer
Registered Representative
Registered Investment Advisor
Investment Advisor Representative
CRM Integration & Custom File Delivery
For you to ingest into your CRM or Data Warehouse (these do not need to be bullets)
Files may be customized to your specifications
Customized Reporting and Report Delivery
Customized Reporting of AccuPoint’s current data points, tailored to the Client’s specifications
Data Matching, Cleansing & Updating
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
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
AccuPoint has partnered withPT 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
We leverage our knowledge of our data and industry experience to ensure you get the right targets and the most valued results