Professional Services

Our professional services team is happy to put their skills to use in any industry but they have particular expertise in the Banking, Asset Management and Biopharmaceutical space.

Asset Management


Our professional services team has worked with asset management firms to enable marketing and business development executives to more effectively identify, target and acquire ideal financial advisor clients. We centralize data from disparate sources such as internal and third-party FA databases, merged office data, mutual fund information, website usage, CRM systems and marketing campaign activity into a fully integrated and hosted system. This enables you to:

• Auto-generate targeted lead sheets and email alerts for each rep based on key criteria
• Measure campaign ROI and determine the ideal marketing mix to maximize sales
• Identify buying trends and segment your client base to improve cross- and up-selling
• Create custom dashboards using an intuitive interface and live support

Biotech & Pharmaceutical


Given our domain expertise in the life science space, we are uniquely qualified to work with this industry. Our professional services team is able to combine the industry knowledge with the technical expertise to create a superset of information by overlaying clients internal data with BioPharm Insight. We've worked with countless CROs and pharmaceutical companies over the years and here are a few examples of our work:

• Build custom reports
• Develop integrations to CRM systems
• Create plugins to push updated content client’s databases