Personal Information Goes Out of Date Faster Than Financial Markets Move
A client can change their phone number faster than the stock market crashes. People move more often than they update their financial portfolio.
Is your rolodex accurate enough to reach every client on your books whenever you need?
How do you know you’re researching the right person when you look up new clients?
Whether your cold calling new clients, getting people on the hook for fast trading, or just getting in touch with current clients to help them make some financial improvements, Searchbug helps you reach the right person every time.
No more calling disconnected or outdated phone numbers. No more documents delivered to the wrong address. No more undeliverable emails.
Get better communication with better customer data.