New York – October 26, 2015 – Ipreo, a leading financial services industry provider of data on firms and professionals, has rolled out the newest version of its Salesforce.com app, Discovery DataLink, which includes hundreds of new search filters available to target and add new firms and reps.
This upgrade does not require a package installation, so as of today all existing clients now have access to the same search filters in Discovery Data within their Salesforce CRM system. Upon selection of the Audience Criteria button on the New Firms and New Reps tabs, Salesforce Administrators can select from all RIA Firms, BD Firms, RIA Reps and BD Reps search filters to set their target audience. New firms and reps will not be added to Salesforce until reviewed and confirmed by the Administrator they want to add them by selecting Add as New Contact, Add as New Lead, Add as New Account or Add as New Account with New Contacts.
“We update our data weekly. This means for the most part, new firms and reps encompass firms and professionals new to the industry,” shared Miranda Hall, Product Manager of Discovery DataLink. “Upon initially setting Audience Criteria, new firms and reps will be those not included in a client’s CRM system.”
Firms and reps already linked in Salesforce will not be sent again to prevent record duplication. Discovery Data recommends using additional duplicate management tools in conjunction with Audience Criteria.
For more information, contact 732-933-1899 or firstname.lastname@example.org.
Ipreo is a leading global provider of financial services technology, data and analytics. We support all participants in the capital-raising process including banks, public and private companies, institutional and individual investors, as well as research, asset management and wealth management firms. Our unique, cross-asset class solutions equip our clients with the information and tools they need for more effective decision-making and a more efficient workflow. Ipreo is private-equity held by Blackstone and Goldman Sachs Merchant Banking Division, and has more than 900 employees serving clients in every major financial hub around the world.
About Discovery Data
Discovery Data offers the only single view of the financial services industry with access to all BD and RIA firms, over 670,000 BD and RIA reps, 2,400 trust companies and 1.7 million insurance agents via a state-of-the-art online system, and includes comprehensive firm and professional profiles encompassing hundreds of fields of data, sophisticated search capabilities, and business intelligence capabilities to follow industry trends and mine key data. Additional services include a comprehensive data hygiene program, extensive data feeds for integration with any CRM or data warehouse, data-driven market insight and strategic guidance. Many of the world’s largest and most successful asset managers, wealth managers, clearing firms, insurance companies and service providers rely on Discovery’s data and services to understand the industry, and to identify, reach and do business with firms and professionals throughout the United States. For more information, please go to www.discoveryco.com.
- For Ipreo
- Kate McKay
- Managing Director, Global Marketing & Communications
- For Discovery Data:
- Chelsea Granholm
- 732.933.1899, ext. 129