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.
New 2023 Email and/or Cell Phones Available on 75% of Records
Accredited Fixed Income Investors
Money in Motion/Rollover/Investor Prospects
Consults/Managed Money Prospects
Young Investor Prospects with Children
Wealth Market Prospects
Doctors at Home
Female-Single, Widowed or Divorced
Fixed or Variable Annuity Investors
College Savings 529 Plan-Young Married Families with Children
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.