Discovery Data

Financial Media Group specializes in developing databases and marketing services tailored for the financial industry. The company provides comprehensive recruitment solutions and maintains extensive lists of recruitment agents, financial advisors, and insurance agents. Its offerings include databases that deliver detailed information about firms and individuals within the sector, enabling clients to identify recruitment opportunities and generate verified leads. The team employs targeted email strategies to reach specific audiences, facilitating real-time lead generation and promoting products effectively. Additionally, Financial Media Group supports clients in testing and creating personalized content to enhance their marketing efforts and improve engagement.

Meridian-IQ operates a comprehensive research database platform that focuses on the financial intermediary market in the United States. The company offers a next-generation sales and marketing workflow engine, which integrates a highly accurate advisor database. This database includes detailed information on Registered Investment Advisers (RIAs) and Broker-Dealers (BDs), drawing from sources formerly known as the "Blue Book" and "Red Book." Meridian-IQ's platform leverages extensive relationships built over 25 years and combines this deep data with advanced time management tools and business planning software, enabling users to enhance their sales and marketing strategies effectively.