Advisor Intent Data (Sample)

Discovery Data provides the most accurate and trusted information on the firms and people essential to the financial services and insurance industries. Our data, analytics, and services create actionable intelligence that enable our clients to more effectively target opportunities and execute go-to-market initiatives.

In the end, revenue is accelerated and business goals are achieved. With an unwavering focus on excellence, we deliver unparalleled results for our clients’ sales, marketing, and recruiting departments.

With this demo listing you'll receive access to a sample list of advisor intent signals based on example categories we have selected. Please view our Personalized Advisor Intent Data listing for access to the full dataset.

Advisor intent data allows you to directly engage individual advisors through context-rich, timely signals based on customized keywords and categories, enabling you to engage with advisors currently expressing intent in your specific offerings. Using patented, cookie-free data capture technology in conjunction with data science, we provide a bundle of pre-qualified leads (at the individual CRD level) combined with Discovery Data’s business profile and contact information to enhance your sales and marketing efforts.

Customizable Product Types to Fit Your Needs Including:
- Mutual Funds
- ETFs
- Alternatives
- Annuities
- Software & Technology
- Recruiting
- And More

Sample Keywords and Terms to Help Define Your Business Goals:
- Equities: Biotech, Large Cap, Real Estate, SRI, Tech, Utilities, Value
- Bonds: Converts, Emerging Markets, High Yield, Munis, Total Market
- Retirement Planning: 401ks, Fixed Annuities, Variable Annuities, Rollovers
- Wealth Management: 529s, CRM, PM Software, Regulations, Taxes
- Recruiting: Breakaways, Going Independent, Considering a move to a new firm

Empower Your Outreach:
What can you do with the most accurate financial services industry data on all FINRA and SEC registered firms and professionals in your market?

- Find RIA firms by AUM, investment strategies, types of clients they work with, and more
- Analyze asset growth year-over-year
- Uncover changes in asset allocation models
- Segment firms by investments and custodial platforms utilized
- Track rep movement, breakaways, and M&A activity
- Access custom RIA brochure keyword search and conference analytics
- Improve your lead generation and go-to-market efforts with accurate professional contact data
- And much more!

Know Your Market Inside and Out:
Our proprietary Discovery Data FRAME process provides the most accurate data on the financial services industry for sales, marketing, recruiting, analytics, and data management. No other provider outperforms our data in:

- Breadth
- Depth
- Accuracy
- Number of Attributes
- Value and ROI

探索数据（Discovery Data）可为金融服务与保险行业的核心企业与从业人员提供最为精准可靠的信息。我们的数据、分析工具与服务可生成可落地的情报，助力客户更高效地锁定业务机遇，并高效推进上市推广相关工作。

最终实现营收增长与业务目标达成。我们始终不渝地追求卓越，为客户的销售、营销与招聘部门提供无可匹敌的服务成果。

通过本次演示名录，您将获取基于我们选定的示例类别生成的顾问意向信号（advisor intent signals）样本列表。如需获取完整数据集，请查看我们的个性化顾问意向数据（Personalized Advisor Intent Data）名录。

顾问意向数据可依托定制化关键词与类别，借助内容饱满、时效性强的信号，直接对接个体顾问，从而与当前对您的特定产品/服务表达出合作意向的顾问建立联系。我们结合专利无Cookie数据捕获技术（cookie-free data capture technology）与数据科学手段，提供一批预筛选线索（覆盖个体CRD维度），并搭配探索数据（Discovery Data）的企业资质与联系方式，助力您优化销售与营销工作。

可定制的产品类型，满足您的各类需求，涵盖：
- 共同基金（Mutual Funds）
- 交易所交易基金（ETFs）
- 另类投资
- 年金
- 软件与技术
- 招聘服务
- 及更多品类

助力明确业务目标的示例关键词与术语：
- 股票类：生物科技、大盘股、房地产、社会责任投资（SRI）、科技、公用事业、价值型投资
- 债券类：可转换债券、新兴市场债券、高收益债券、市政债券、全市场债券
- 退休规划类：401(k)计划、固定年金、变额年金、账户结转
- 财富管理类：529教育储蓄计划、客户关系管理系统（CRM）、投资组合管理软件、监管政策、税务规划
- 招聘类：团队跳槽、独立执业转型、考虑转投新机构

赋能您的客户拓展工作：
借助覆盖您所在市场内所有美国金融业监管局（FINRA）与美国证券交易委员会（SEC）注册企业及从业人员的精准金融服务行业数据，您可以开展哪些工作？
- 按资产管理规模（AUM）、投资策略、服务客户类型等维度筛选注册投资顾问（RIA）机构
- 分析年度资产增长情况
- 挖掘资产配置模型的变动情况
- 按所使用的投资工具与托管平台对机构进行细分
- 跟踪顾问变动、团队跳槽与并购活动
- 使用定制化RIA手册关键词搜索与会议分析功能
- 依托精准的专业联系方式数据优化线索生成与上市推广工作
- 及更多实用功能！

全面深入地了解您所在的市场：
我们专属的探索数据框架（Discovery Data FRAME）流程可为销售、营销、招聘、分析与数据管理领域提供金融服务行业最为精准的数据。目前暂无其他供应商的数据能在以下方面超越我们：
- 覆盖广度
- 内容深度
- 数据准确性
- 属性维度数量
- 价值与投资回报率（ROI）

搜集汇总

背景与挑战

背景概述

该数据集为金融顾问意图数据的样本，提供基于定制类别和关键词的意图信号，帮助用户精准定位潜在客户。它源自Discovery Data的权威金融行业数据，支持销售、营销和招聘工作，具备覆盖广、准确性高等特点。