October 15, 2025
Turning Basic Contact Info Into 20+ Data Points (Here’s How)
News and Commentary,Data,Appending,Insurance,Lead Generation,Banking,Financial Services,API
When all you have is a first name, last name, and mailing address, it might feel like you’re flying blind. But with Accurate Append, this basic information is enough to fuel powerful, targeted outreach. Real-World Use Case: Insurance Industry An…
October 15, 2025
One Email Address Unlocks the Identity Insights You’ve Been Missing
News and Commentary,Data,Business,Email,Lead Generation,CRM,Financial Services
You don’t need a full record to start making smarter decisions. If all you have is a customer or lead’s email address, Accurate Append can turn that into a complete, actionable profile. Real-World Use Case: SaaS & Subscription Platforms A…
May 29, 2024
Financial Lead Generation Strategies To Use in 2024 & Beyond
News and Commentary,Lead Generation,Financial Services
n the competitive world of finance, quality leads are the fuel for growth. Financial advisors and service providers understand the power of a strategic lead generation approach. It's not just about getting names; it's about attracting prospects with…
April 23, 2024
Annuity Leads – Win Big in Sales with These Pro Tips
News and Commentary,Lead Generation,Financial Services
Finding annuity leads can be frustrating. Most people don't know they need an annuity, even if they crave its benefits: secure retirement income and principal protection. There are many ways to find leads, from referrals to targeted online ads.…
February 20, 2024
Top Wealth Screening Tools for Fundraising Success
News and Commentary,Political Campaigns,Nonprofit,Financial Services
Raising funds can be challenging, especially when trying to do it as effectively as possible. That's where wealth screening tools can help by identifying potential high-impact donors. In this article, we'll jump into the top wealth screening tools…
February 19, 2024
Lead Generation for Financial Advisors: A Guide To Growth
News and Commentary,Lead Generation,Financial Services
Lead generation as a financial advisor can make or break your business. It's not just about showcasing your portfolio; it's about building trust and making meaningful connections. Without effective strategies, you're missing out on countless…
December 18, 2023
CRM in Banking: Best Practices, Implementation & Challenges
News and Commentary,Banking,CRM,Financial Services
In today's fast-paced banking world, staying ahead means leveraging every tool at your disposal. That's where Customer Relationship Management (CRM) systems come in, transforming how your bank interacts with its customers. You'll discover how CRM in…
December 18, 2023
Financial Services Marketing: Strategies For Customer Engagement & Growth
News and Commentary,Business,Banking,Financial Services
The Financial Services industry landscape can be as complex as it is competitive. But fear not, you've got this! With the right marketing strategies, you'll stand out in a crowded market and attract the clients you're after. From leveraging digital…






