Predictive advisor data intelligence.

Execute powerful go-to-market strategies directed toward advisors
who have recently expressed interest in your product or firm.

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No other solution in the marketplace can
provide this level of insight
and ability to target
in such a timely and effective way.

Effectively engage advisors.

Target and connect with advisors that fit your market
based on predictive intent signals and contact and business
profile information.


Sales and marketing teams are now able to scale their effectiveness through more timely, efficient communications with advisors.


How it works.

AdvisorTarget continuously
captures and profiles the organic editorial reading choices
of advisors.


Advanced data science surfaces the advisors’ most timely, active interests, signaling an opportunity to effectively engage.


Empower your sales and marketing teams.

AdvisorTarget Distribution

Continuous advisor intent profiling and signaling based on your product selections (e.g. Muni Mutual Funds or China ETFs) to identify advisors in the market for specific products now.


AdvisorTarget Recruiting

A unique and powerful application of behavioral signals, significantly amplifying a recruiting team’s ability to identify advisors who are actively seeking content relevant to planning
a move.

AdvisorTarget Distribution
AdvisorTarget Marketing Services

Marketing Services

With AdvisorTarget’s timely, contextually-rich targeting opportunities, Discovery Data is empowered to pursue your objectives with a full-service, custom integrated marketing program including:


Email and Direct Mail


Digital Ad Targeting


Call Center Services (e.g. cold calling, lead qualification)


Creative Design




Top 5 broker-dealer study highlights.

A top 5 independent broker-dealer paired AdvisorTarget behavioral data matched to the CRD with the actual transactions of hundreds of advisors for an entire quarter. AdvisorTarget signals were proven highly predictive. If an advisor read about a specific asset class (e.g. small cap equities or emerging market bonds), 96% of the time they actually transacted in that asset class in the
same quarter.

Macro Allocations Insight: Advisors who read bearish stories had more than double the rate of redemptions than readers who
did not.


Learn More

AdvisorTarget Study
AdvisorTarget + Discovery Data

Contact us to learn more about AdvisorTarget.


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