Investment Banking

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Vista Point Advisors Uses DataFox To Source New Business

Conferences are critical to sourcing new business for many financial firms. Vista Point Advisors is able to uncover opportunities that otherwise would have gone unnoticed with DataFox Conference Intelligence.

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SAVE WEEKS WORTH OF GRUNT WORK PER YEAR

Get a data-driven prospecting edge without requiring an army of analysts and data workers.

TURBOCHARGE YOUR PROSPECT SOURCING PROCESSES

HONE IN ON YOUR IDEAL PROSPECT CRITERIA

Automate thematic sourcing using the industry’s most powerful multi-dimensional search. Unearth needles in the haystack.

‘SET AND FORGET’ NEW PROSPECT ALERTS

Set up sector searches based on your focus areas and DataFox can actively push you new companies through dynamic lists and alerts.

MONITOR YOUR PROSPECTS FOR GROWTH MILESTONES

Receive automated, relevant company signal alerts on your companies. Map your prospects’ growth trajectory and reach out at the right time.

SOURCE PROSPECTS FASTER WITH OUR LIST LIBRARY AND LIST CRUNCHING

MINE PRE-CRUNCHED AWARD AND LANDSCAPE LISTS

Use the first and largest list library on earth to jump start your search with a pre-built list. Discover niche award lists and logo landscapes we have converted into lists.

REQUEST CUSTOM LIST SCRUBS OR LIST CRUNCHER

If you find a sector, award, or conference list we don’t have yet, we’ll crunch it for you - for free. Close your 20 browser tabs and free up time for execution.

BUILD COMPS LISTS IN SECONDS, NOT HOURS

Start with any company or list and leverage our proprietary similar companies algorithm to build out a larger landscape. Replace hours of searching the web with a few clicks.

PRIORITIZE CONFERENCES TO ATTEND BASED ON PROSPECT DENSITY

Conference Intelligents identifies the events with the highest concentration of your top prospect accounts.

UPGRADE YOUR CRM WITH AUTOMATED DATA ENRICHMENT

Rather than letting company data get stale in your CRM or spreadsheets, keep it fresh via API, CRM integrations, and our CSV import-export enrichment. Seamlessly infuse intelligent data into your lists and workflows.

Upgrade The Top Of Your Funnel?

Learn how DataFox can infuse your prospecting strategies with data.

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