New York – July 7, 2014 – Ipreo, a leading financial services industry provider of data on firms and professionals and recognized expert in CRM data hygiene, announced the release of a new integration application for the Salesforce CRM system. Providing complete automation, Discovery DataLink helps populate and maintain an up-to-date CRM system with extensive information on financial services industry firms and professionals, including financial advisors.
With this new application clients are able to obtain broker-dealer (BD) and investment adviser (RIA) data on their CRM records. Discovery Data will link its industry database to Account, Contact and Lead records. Once a link is established, data updates can take place as frequently as every week. Clients will select which Salesforce fields to map to Discovery Data, and specify update automatically or require user confirmation.
In addition, a custom button, Discovery Data Profile, will be available to users to deep link into the Discovery Data online system to view additional details on a firm or professional. To find a CRD and additional information on a record, the ability to search within and add data from Discovery Data is provided via Discovery Data Search.
Clients also have the ability to set a target audience and add new firms and professionals from Discovery Data, as well as monitor and analyze the progress made by the Discovery DataLink and their users with 20 reports and 2 dashboards.
“We are excited to be offering fully automated data management for our clients using the Salesforce CRM. Managing CRM data is daunting and Discovery DataLink solves many challenges.” stated Bob Herrmann, EVP and Managing Director of the Global Asset & Wealth Management division of Ipreo LLC.
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. 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 has more than 800 employees supporting clients in every major financial center around the world. For more information, please go to ipreo.com.
For more information on Discovery DataLink, contact 732-933-1899 or email@example.com.
Managing Director, Global Marketing & Communications