One Data Platform. Built for Every Team.
Sales, recruiting, marketing and compliance teams use the same connected intelligence to answer different questions — and build precisely the datasets they need.
Put reps in front of the right professionals.
The job: build a clean, deduplicated target list by channel, license and geography, and get it into the CRM the sales team already lives in.
Fields that matter
- Licence status and lines of authority
- Carrier appointments and appointment counts
- Resident and licensed states
- Firm affiliation and channel
Life & health agents, licensed in-territory
Find reps and advisers worth a conversation.
The job: identify licensed people by firm, tenure and registration history — the raw material for a recruiting pipeline.
Fields that matter
- Current and prior firm, time at firm
- Exams passed and professional designations
- Registration history and status
- Channel and state
Experienced reps at target broker-dealers
Size, segment and reach an audience.
The job: understand how big a segment is, confirm it is reachable, and hand it to your own channels — with consumer overlays where household-level targeting helps.
Fields that matter
- Contactability — email, phone, address coverage
- Channel, license and geography for segmentation
- Consumer-data overlays for household targeting
- Audience size with live counts
Illustrative RIA / IAR audience
Verify a license, monitor a footprint.
The job: confirm a professional's license or registration against the regulators, and keep an eye on a firm's registered population over time.
Fields that matter
- Licence and registration status
- CRD # / NPN identity resolution
- Registration and employment history
- Firm affiliation over time
License verification, one lookup
Campaign audiences, built from the same search.
Build the audience with the platform's unified search, then run it through our email distribution service — tiered audiences, send and deliverability reporting, and suppression handled for you.
- Audience tiers matched to engagement history
- Campaign performance — sends, opens, clicks, unsubscribes
- Deliverability health: bounce rate, suppression, domain reputation
- Every campaign traces back to a saved search you control
Illustrative workflow and metrics, not actual campaign performance. Email availability does not establish deliverability or consent.
Tell us the job. We'll show the list.
Bring your use case to a working session and we'll build the query live.