Partner

Discovery, in conjunction with Pyxis Mobile, is introducing a mobile access version of the Discovery data set that users rely on for wholesaling and sales. Discovery and Pyxis Mobile are combining the Discovery databases with mWholesaler™, which gives clients the necessary tools to maximize productivity and sales effectiveness in the field via a wireless device.

This wireless access of the Discovery suite of databases will allow clients to qualify prospects, locate clients, and arrange meetings while traveling. Our radius tool will give users the ability to enter a zip code and desired mileage circumference for their target area.

Features

Features of Discovery-Mobile include:

  • Determine who to visit in the area in which you are traveling, whether it is a trip planned to meet prospects or to attend a conference
  • Narrow in on a specific demographic for a self-defined competitive landscape
  • Use the radius filter to benchmark your business against your regional competition
  • View critical data elements on your target market
  • Align territories by geography, firm size or type
  • Maximize your time and money by making up for cancelled meetings

Links

About Discovery Database

Discovery - The Financial Information Group Inc. is the leader in providing databases of Financial Intermediaries. The Discovery suite of products are Web based databases that empower wholesalers, sales professionals, recruiters and marketers to sell more profitably to intermediaries. Industry leaders look to Discovery-RIA, Discovery-RR, Discovery-BD, Discovery-Insurance and Discovery-Trust to provide the most comprehensive data available on Registered Investment Advisers, Registered Representative, Broker/Dealers, Insurance Agents and Trust Companies. The firm also provides Discovery-MAX and Discovery-Advisor Growth Services, which offers sales and marketing expertise to financial service firms and Advisors.

  • Discovery Mobile
    The wireless access of the Discovery suite of databases will allow clients to qualify prospects, locate clients, and arrange meetings while traveling.