Data Strategy

We provide a marketing database that is a key differentiator to assist your sales teams, quantify lead opportunities and target potential companies which are most likely to become highly profitable clients. Our database provides trends in key financial metrics used in defined benefits and defined contribution marketing as well as offers you the ability to overlay and select your own list for prospecting.

We understand there are multiple choices of data providers to choose from, our approach is to provide marketing insights and business intelligence within the framework of creating selling opportunities for your firm and your sales team.

Our approach:
Provide the best possible list of Companies in business.
Refine and append the most updated phone numbers available.
Provide e-mail addresses, when available, to the contacts listed within each 5500 filing.