New York – June 15, 2015 – Ipreo, a leading financial services industry provider of data on firms and professionals, has implemented exciting enhancements to Discovery Data. Upon logging in, users are now presented with all search options at the top of the screen and links to their most used content on the home page including saved searches and territories and most recent searches.
“We’ve decreased the number of clicks it takes you to identify your target audience so you spend more time bringing in business,” stated Bob Herrmann, Managing Director of the Global Asset & Wealth Management division of Ipreo.
The Search Panel will remain at the top of the screen as users navigate Discovery Data so that at any time they can quickly and easily start a new search or change their target audience. Users can now also look up a firm or professional by CRD, NPN or Cert number in the main search box.
To complement these enhancements, Discovery Data has placed saved searches and territories on the home page so users are able to conduct direct or group searches and access saved searches in one place, and download, share or delete right from this screen. A user’s recent searches is a new feature also added to the home page and at the bottom of search screens, listing the date the search was created, which search screen it was created on and what criteria was used.
Nina Bomba, Senior Product Analyst for Discovery Data added, “If you forget to save your search or wish you had quicker access to the searches you use the most or accessed most recently, My Recent Searches will be a big help.”
For more information on Discovery Data, contact 732-933-1899 or firstname.lastname@example.org.
Ipreo is a global leader in providing market intelligence, data, and technology solutions to all participants in the global capital markets, including sell-side banks, publicly traded companies, and buy-side institutions. By combining state-of-the-art new issuance systems with the premier global financial and investor data, Ipreo enables our capital markets clients to execute deals more efficiently, maximizing time and resources. Our applications include end-to-end bookbuilding systems, roadshow & conference management platforms, and electronic document delivery. Additionally, Ipreo’s suite of investor prospecting and CRM solutions offers the most accurate and comprehensive institutional contacts data and profiles in the industry. Ipreo is the only financial services provider to offer solutions across all asset classes for the Equity, Fixed Income, Municipal, and Syndicated Loan markets. Ipreo is private-equity held by Blackstone and Goldman Sachs Merchant Banking Division, and has more than 800 employees supporting clients in every major financial center around the world. For more information, please go to ipreo.com.
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