For financial services providers, the ability to reach qualified prospects before they choose another firm is the lifeblood of your business. Your success begins – and ends – with the quality of your prospecting list.

At KYC Data, we supply highly-responsive prospect data and marketing lists to the financial services industry every day. Our new homeowner and equity borrower data is your ideal source for selling a variety of financial services, including:

  • Income Tax Reduction
  • Retirement Planning
  • Debt Management
  • Investment Funds / Mutual Funds
  • Short & Long Term Investment Planning
  • Bank Accounts & Credit Cards
  • Personal Loans / Lines of Credit
  • Accounting / CPA Services
  • Business Planning
  • College Tuition Savings Programs
  • Insurance Policies

When selling financial services to the new homeowner or equity borrower, you need data details you can trust (different demographic profiles create prospects for different products). That’s why we focus on the following 4C’s: Currency, Coverage, Comprehensive Data and Customer Service.

Currency: Our information is compiled hourly, directly from public documents recorded at thousands of county courthouses nationwide. You simply won’t find more current data from any other list provider.
Coverage: We offer the most complete geographical coverage available. When other list providers fall short, we work hard to fill your geographic gaps.
Comprehensive Data: Our ability to append data gives you the opportunity to customize your data with the most comprehensive details imaginable. Age, household income, marital status and whether children live in the home are some examples.  Just let us know what you need and we’ll deliver it.
Customer Service: We have built a reputation for providing outstanding customer service on time – every time. Our proprietary information database allows us to deliver your lists with record speed and unparalleled accuracy.

With financial services, timing is everything. Whether you are generating leads for your firm’s service professionals or are looking for your own sales leads, KYC Data can help.