ISS MI

SOLUTION SUITE

The most comprehensive, accurate, and timely distribution intelligence and contact data on financial services firms and professionals globally.

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Unmatched Global Distribution Coverage

The most comprehensive global financial services distribution intelligence platform across the largest markets, including North America, UK and Australia – covering individuals, firms, regions, and industries.
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Dedicated Focus on Data Accuracy and Quality

Decades of experience sourcing specialized datasets with actionable insights based on extensive distribution, product, and market research.


Target and Connect to Professionals and Firms

Access rich distribution data and intelligence to segment, target and connect to the right firms and individuals across regions, territories and industry segments.

Comprehensive Distribution Intelligence.

Understand the entire financial services distribution landscape across individuals, firms, regions, territories, and industry segments.

View Suite of Products

With industry-leading data coverage of the entire distribution intelligence landscape – firms, regions, individuals, and industries - MarketPro gives you the intelligence you need to target the right market, segment for your region, prioritize your leads, execute outreach, and nurture interactions.

Identify Market and Distribution Opportunities

Target the right market and identify financial professionals such as advisors and insurance agents. Define your Ideal Customer Profile (ICP) along with professionals, firms, and branches.

Segment Your Target Market

Create segments by region, industry focus, size, type, and more. Gain visibility into professional advisors’ books of business, including asset managers and retirement plans.

Design Outreach and Channel Strategies

Utilize a comprehensive view of profiles across channels to identify the best time and method of reaching the right contacts.

Create Powerful Sales and Marketing Plans

Use advisor, annuity, and retirement plan distribution intelligence to build your sales and marketing plans to drive effective distribution.

Optimize Distribution Strategy

Refine your strategy using data, analytics, and market expertise to nurture relationships with financial professionals.

Build Cross-Channel Campaigns

Execute outreach. Leverage integrated tracking of calls, emails, and a variety of other outreach activities. Optimize your CRM through data cleansing, enrichment, and integration.

Ease of Integration, Data Cleansing and Enrichment

Optimize your CRM through data cleansing and enrichment services, making sure your firm and contact data is always complete, accurate, and actionable. Benefit from the flexibility to integrate data through APIs, feeds and specialized datasets.

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CASE STUDIES

Helping Partners. Reaching the Target.

By engaging with MarketPro’s intelligence platform and email and call center MarketReach services, the AAA team touts its email marketing campaigns as having great responses, with a 98% delivery success rate and an email open rate consistently in the double digits.​

AAA >

MarketPro’s ability to provide Morningstar with a seamless connection to the marketplace through its intelligence tool and MarketLink API has allowed Morningstar to maintain an accurate and complete view of the advisor landscape, while creating new leads and significantly increasing their ROI.

Morningstar >

Nitrogen partnered with MarketPro to access the accurate and robust data and the consultancy services needed to advance in the market. As a result, Nitrogen experienced a monumental return upon its investment to the tune of 600%.

Nitrogen Wealth >

Read Case Studies

MarketPro Suite

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The most comprehensive distribution intelligence on firms, financial professionals, territories and regions globally to help you grow your business.

North America

MarketPro
Powered by Discovery Data
United States & Canada

The leading provider of data and analytics on the firms and professionals driving the financial services and insurance industries across North America. Target financial professionals including advisors (RIAs, broker-dealers, trust companies) and insurance agents, to identify opportunities and execute go-to-market initiatives more effectively.
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MarketPro Retirement
Powered by BrightScope
United States

The leading provider of retirement plan and distribution intelligence, MarketPro Retirement provides an unmatched combination of retirement plan data and the advisors and firms linked to those plans.  This industry-leading distribution intelligence enables asset managers, recordkeepers and distributors to understand sales opportunities and market share at DC plans.
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MarketPro Annuity
United States

A distribution intelligence platform powered by industry-leading consortiums of the most prominent active asset managers and annuity providers. MarketPro Annuity delivers sales intelligence at local geography and intermediary location levels, enabling users to accurately size opportunities, measure the effectiveness of their distribution efforts, and understand their competitive position from a sales, redemption and AUM perspective.
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United Kingdom

MarketPro
Powered by Financial Clarity
United Kingdom

Uncover the full UK product and distribution landscape, with the UK’s most comprehensive market intelligence with product, distribution and financial intermediary coverage in one combined offering. Reflecting over 90% of the UK retail market activity, access the most complete and accurate sales coverage reported directly from platforms, fund management groups, and life and pension companies.
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MarketPro
Powered by Advisor Clarity
United Kingdom

Unlock financial intermediary market data like never before. Access the most comprehensive financial advisor information of FCA-authorised firms active in the UK. Gain deeper insight into the market to enable effective conversations and enhanced engagements.
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MarketPro
Powered by Mortgage Clarity
United Kingdom

Assess lending performance, track the fastest brokers, and analyze credit and risk data with the UK’s most comprehensive mortgage intelligence tool that aggregates and enriches sales data across the UK, covering 96% of the regulated mortgage market.
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Australia

Rainmaker MarketPro
Australia

Market-leading distribution intelligence covering wholesale and institutional channels in Australia that empowers wealth managers and financial services providers to identify, profile, segment and target the right customers and prospects.
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Global Data Coverage
Our global datasets are unmatched in the industry, providing deep coverage of financial professionals and firms in key markets

North America

Professionals & Key Staff
> 0 M
Financial Firms
0 K+

UK

Professionals & Key Staff
> 0 K
Financial Firms*
0 K+

*includes Financial Clarity, Mortgage Clarity, Adviser Clarity

Australia

Financial Advisors
> 0 K
Financial Firms
0 K+

as of 8/31/23

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