Whether you are a financial representative with a major wire-house, regional broker-dealer or an independent firm, Integrated Systems a variety of targeted investor files that will help you generate activity and ultimately write more business. Following are several of the most requested custom databases used for telephone solicitation and/or direct mail campaigns.
Stock, Bond & Mutual Fund Prospects at Their Home or Business
Annuity Investor Profiles
Rollover & Lump Sum Distribution Prospects
Retired Seniors for Fixed Income
College Funding Candidates
Asset Allocation & Managed Money Prospects
Millionaire Wealth Market Investors
Business Owners & Top Executives at Their Business
Defunct Brokerage Accounts
IRA Holders & Prospects
Financial Newsletter Subscribers
These files are custom designed using investor models and are proven to be effective for prospecting. Certain alterations may be done to meet specific requests.