DirectData has created the Financial Complexity Index as a way for consumers to assess how well organized their finances are. We collect information such as their life stage, financial goals, and what tools they use, today to manage their financial life.
Stand Out in the Advisor Crowd
DirectData questions go beyond the standard “What is your annual income” to asking about the root challenges prospects are facing in their financial health.
Better Understand Your Prospects
- Provides advisors with a continually growing list of qualified leads and prospect profiles.
- Results are sent as an email to the advisor and client to open the conversation.
- Go into conversations with an understanding of goals and pain points, allowing for a more focused conversation.
Immediately Qualified Leads
You can directly qualify the kinds of leads who seek
your advice speciality with a custom Direct Data
assessment. Our custom made assessments highlight
your top skills and gather specific data creating
unique insights. Examples include retirement, small business
or estate planning.
Why Interactive Content?
Take the Demo
Want DirectData on your site?
Available for professional services businesses or unique business models
Custom assessment and results design
Custom self-assessment for your practice specialities
Advanced Data Analytics
Still Have Questions?
Book a meeting with our founder to find out more!