NEW YORK (January 23, 2024) – ISS Market Intelligence (MI), a leading provider of data, insights and analytics on firms and professionals within the financial services and insurance industry has announced the addition of Branch Profiles to its Discovery Data MarketPro distribution intelligence platform.
MarketPro provides actionable intelligence that enables asset and wealth management firms, insurance companies, and service and technology providers to target financial professionals including advisors (RIAs, broker-dealers, trust companies) and insurance agents, to identify opportunities and execute go-to-market initiatives more effectively. Users can accurately segment intermediaries by specialty, build territories and sales lists, and customize delivery methods for seamless integration with their organization’s workflows.
The addition of Branch Profiles offers users a unique industry snapshot and greater transparency through enhanced data on individual branches within financial services firms. The Branch Profiles unveil a detailed view of firms’ branches, including the number of representatives present at each location, breakdowns of their licenses and designations, title categories, average age of representatives at the branch, advisor teams located within the branch, and more.
MarketPro users accessing the platform via the integrated MarketLink for Salesforce API experience can also access the new Branch Profiles seamlessly.
“This latest enhancement reflects our continued commitment to providing our clients with comprehensive distribution intelligence, leveraging unmatched data and increased transparency at the firm and individual level to empower more precise targeting, segmentation, territory mapping and go-to-market strategies, whether you use our software platform or your own via our growing set of APIs and data feeds,” according to Ben Doob, Head of ISS Market Intelligence. “We are thrilled for clients to get access to this latest enhancement, and excited for what lies ahead for the platform, as we continue to expand our data coverage, grow our industry leading customer engagement team to ensure clients are successfully leveraging the data, and have additional exciting feature releases to follow in 2024.”
To learn more about ISS MI Discovery Data MarketPro, contact sales@issmarketintelligence.com or go to https://page.issmarketintelligence.com/discovery-data
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About ISS Market Intelligence
ISS Market Intelligence (ISS MI) is a leading provider of data, insights, and market engagement solutions to the global financial services industry. ISS MI empowers asset and wealth management firms, insurance companies, distributors, service providers, and technology firms to assess their target markets, identify and analyze the best opportunities within those markets, and execute on comprehensive go-to-market initiatives to grow their business. Clients benefit from our increasingly connected global platform that leverages a combination of proprietary data, powerful analytics, timely and relevant insights, in-depth research, as well as an extensive suite of industry-leading media brands that deliver unmatched market connectivity through news and editorial content, events, training, ratings, and awards.
About ISS STOXX
ISS STOXX GmbH, through its group companies, is a leading provider of comprehensive and data-centric research and technology solutions that help capital market participants identify investment opportunities, detect qualitative and quantitative portfolio company risks, and meet evolving regulatory requirements. With roots dating back to 1985, we today deliver world-class benchmark and custom indices across asset classes and geographies and serve as a premier source of independent corporate governance, sustainability, cyber risk, and fund intelligence research, data, and related offerings. Our products and services give clients the scale and leverage they need to grow their business more effectively and efficiently. ISS STOXX, which is majority owned by Deutsche Börse Group, is comprised of more than 3,400 professionals operating across 33 global locations in 19 countries. Its approximately 6,400 clients include many of the world’s leading institutional investors who turn to ISS STOXX for its objective and varied offerings, as well as companies focused on ESG, cyber, and governance risk mitigation as a shareholder value enhancing measure. Clients rely on ISS STOXX’s expertise to help them make informed decisions to benefit their stakeholders.
Media Contact:
Morgan Stoll
Analyst, Marketing
press@issmarketintelligence.com
