powered by Discovery Data
Providing flexible API and feed integrations, data cleansing and enrichment services, making sure your firm and contact data is always complete, accurate, and actionable.
Put your CRM on autopilot through our flexible API
Immediate Updates
Real-time updates for all inbound marketing leads through online form submissions
API Integration
Works seamlessly via API connection to enhance records prior to CRM integration
Data With Impact
Append campaign IDs, unique advisor and agent identifiers, and other valuable data
Integrate Anywhere
Flexible API integrates with multiple CRM applications and marketing platforms
CASE STUDIES
Helping Partners. Reaching the Target.
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 >
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 >
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 >
MarketLink API
Connect your CRM directly to MarketPro through our flexible API.
- Use our Salesforce.com app for instant results
- Update existing records in real-time
- Add new firms and contacts and track rep movement
- Ensure records are always accurate and complete
MarketLink Feeds
Customized file delivery to seamlessly integrate into your organization’s existing workflow.
- Expansive data delivery from daily to quarterly
- Full datasets and delta files available
- North America data coverage and specialized datasets including Private Funds and Diversity & Inclusion
MarketLink Cleanse
Ensure your records are up to date and complete.
- De-dupe and remove bad or incorrect data
- Remove firms and professionals no longer in the business
- Append additional data fields for advanced targeting and analytics
- Include unique CRD, NPN, and Branch IDs for easy future data maintenance
- Add missing firms and contacts to capture your total addressable market
MarketLink Enrichment
Immediate enrichment of all inbound marketing leads.
- Real-time updates for all inbound marketing leads through online form submissions
- Append campaign IDs, unique advisor and agent identifiers including CRD and NPN, and other valuable data
- Works with multiple CRM and marketing platforms
ISS MI FRAME
Our unique approach to ensure accurate and actionable data
Fuel
We collect, align, and connect millions of data points
We collect, align, and connect millions of data points
Refine
The data is refined through stringent verification and cleansing processes
The data is refined through stringent verification and cleansing processes
Analyze
Our proprietary logic and data team analyze the data for any gaps
Our proprietary logic and data team analyze the data for any gaps
Magnify
Augmented with additional predictive data, actionable datasets are created
Augmented with additional predictive data, actionable datasets are created
Execute
Data is delivered through live methods and cloud-based solutions
Data is delivered through live methods and cloud-based solutions
Our proprietary process delivers the highest level of data quality and accuracy.