Prospecting to the right market is the key to your success.
For over a decade, SECO has helped thousands of financial service
professionals achieve their sales and marketing goals.
We offer the following Financial Specialty Lists.
professionals achieve their sales and marketing goals.
We offer the following Financial Specialty Lists.
Call us at 800.898.SECO to discuss what prospects best suit your needs.
Financial Specialty Lists
401 (k) Leads
A complete list of companies that most likely offer employee participation in a
401 (k) plan. All records include
the top decision maker, company address and telephone number.
the top decision maker, company address and telephone number.
Accountants
This extensive file consists of various Accounting firms in the country. You have
the ability to target one or
multiple contacts per office. All records include contact name(s), company address and telephone number.
multiple contacts per office. All records include contact name(s), company address and telephone number.
Accredited Investors
Our proprietary models allow us to provide you with the most highly affluent individuals
at their home address.
This file follows SEC guidelines of $200K+ income and/or a $1MM+ net worth. All records include head of
household, home address and telephone number.
This file follows SEC guidelines of $200K+ income and/or a $1MM+ net worth. All records include head of
household, home address and telephone number.
Affluent Retiree
Individuals who are age 65 years and older. They have significant liquid assets
for investments. All records
include head of household, home address and telephone number.
include head of household, home address and telephone number.
Annuity Profile
Great prospects for tax-deferred investment opportunities. Can be further segmented
for Variable, Equity, or
Fixed annuity prospects. All records include head of household, home address and telephone number.
Fixed annuity prospects. All records include head of household, home address and telephone number.
Attorneys
This extensive file consists of various Legal firms in the country. This can be
selected by targeting one or
multiple contacts per office. All records include contact name(s), company address and telephone number.
multiple contacts per office. All records include contact name(s), company address and telephone number.
Blue Collar Prospects
These prospects are considered an under penetrated market. They typically have a
stable income and
substantial net worth. All records include head of household, home address and telephone number.
substantial net worth. All records include head of household, home address and telephone number.
Business Owners
Our list consists of 9+ million businesses. Selections included with this file are
employee size, sales volume,
industry, etc. Each record includes the top decision maker (President/Owner/CEO), company address and
telephone number.
industry, etc. Each record includes the top decision maker (President/Owner/CEO), company address and
telephone number.
CD Owner Profile
Our proprietary models allow us to target the individuals who possess the highest
propensity to invest in a
CD. All records include head of household, home address and telephone number
CD. All records include head of household, home address and telephone number
Commodity Profile
This file contains the individuals who have the highest propensity to be a potential
commodity investor. All
records include head of household, home address and telephone number.
records include head of household, home address and telephone number.
Disability Insurance
This file typically consists of decision makers that show a need for this type of
service. Various methods are
used to compile this list. Files are available at either home or work address. Telephone numbers are also
available.
used to compile this list. Files are available at either home or work address. Telephone numbers are also
available.
Doctors at Home
This list consists of ultra affluent Doctors at their home address. Telephone numbers
are also available.
Donor Leads
Target individuals who are most likely to be donors for social, political and environmental
causes. All records
include head of household, home address and telephone number.
include head of household, home address and telephone number.
Equity Profile
This list consists of individuals who are excellent candidates for buying stocks.
All records include head of
household, home address and telephone number.
household, home address and telephone number.
Estate Planning Profile
These high net worth prospects have demonstrated an awareness of the benefits of
retirement planning. All
records include head of household, home address and telephone number.
records include head of household, home address and telephone number.
Ethnic Surnames at Home
Target this segment of the market. View available Ethnic selects. This file will
require approval of a
telemarketing and or a mailing piece.
telemarketing and or a mailing piece.
Executives
Top decision makers at companies of all sizes. Great for daytime prospecting. All
records include contact
name(s), company address and telephone number.
name(s), company address and telephone number.
Family Sized Businesses
This segment of the market is the most contactable daytime prospect. Our list targets
companies that have 1 to
19 employees. All records include the top decision maker, company address and telephone number.
19 employees. All records include the top decision maker, company address and telephone number.
Fax Numbers
Want to try a different way to reach your audience? Fax numbers have been appended
to most of our 9+
million businesses database. All records include contact name, company address and telephone number.
million businesses database. All records include contact name, company address and telephone number.
Female Investors
These woman investors are a huge untapped market segment potential. All are considered
to be the .head of
their household.. This list contains names of single, divorced and widowed women. All records include head
of household, home address and telephone number.
their household.. This list contains names of single, divorced and widowed women. All records include head
of household, home address and telephone number.
High Net Worth
This file is designed to reach extremely wealthy investors. Our compilation methods
include various sources
to yield this affluent, credit worthy group of consumers. All records include head of household, home address
and telephone number.
to yield this affluent, credit worthy group of consumers. All records include head of household, home address
and telephone number.
High Tech Executives
This file is comprised of various companies in the Technology sector. We further
enhance the file by adding
multiple contact names per record. All records include contact name(s), company address and telephone
number.
multiple contact names per record. All records include contact name(s), company address and telephone
number.
Home Based Businesses
Cottage industries are currently the fastest growth segment of all businesses. All
records include contact
name, company address and telephone number.
name, company address and telephone number.
Homeowners
This file consists of individuals who own their homes. These consumers are also
credit worthy and possess
the ability to purchase. All records include head of household, home address and telephone number.
the ability to purchase. All records include head of household, home address and telephone number.
Industry Specific Leads
You can select by industry with our extensive business database. Whether you are
looking to target Dry
Cleaners or Manufacturers, we can segment our file any way you want. All records include contact name,
company address and telephone number.
Cleaners or Manufacturers, we can segment our file any way you want. All records include contact name,
company address and telephone number.
Insurance
We offer modeled files to target the best prospects for this market. All records
include head of household,
home address and telephone number.
home address and telephone number.
International
Canadian businesses are available too. Selectable by Province. All records include
contact name, company
address and telephone number.
address and telephone number.
Life Insurance
Target the best prospects for any conceivable insurance product via our various
compilation methods. All
records include head of household, home address and telephone number.
records include head of household, home address and telephone number.
Long Term Care
This is a fast growing segment. We typically target consumers ages 55-75. All records
include head of
household, home address and telephone number.
household, home address and telephone number.
Mail Order Buyers
These individuals are proven mail responders. All records include head of household,
home address and
telephone number.
telephone number.
Managed Money Profile
High income, high net worth individuals that have shown a propensity for fee-based
business. All records
include head of household, home address and telephone number.
include head of household, home address and telephone number.
Market Penetration Studies
Prospects identified in your immediate geographic region that possess the demographic
characteristics that
you want for clients! All records include head of household, home address and telephone number.
you want for clients! All records include head of household, home address and telephone number.
Mid Management
A list that contains top management prospects. All records include contact name(s),
company address and
telephone number.
telephone number.
Millionaires
Designed to reach the top income earners and the highest net worth individuals in
the country. All records
include head of household, home address and telephone number.
include head of household, home address and telephone number.
Mortgage File
This file targets homeowners likely to be interested in refinancing opportunities.
All records include head of
household and home address. Telephone numbers are available.
household and home address. Telephone numbers are available.
Muni-Bond Profile
Mature individuals that have a high net worth, with a propensity to be buyers /
inquirers of this investment
vehicle. All records include head of household, home address and telephone number.
vehicle. All records include head of household, home address and telephone number.
Mutual Fund Profile
These Individuals most likely invest in mutual funds. Names are derived from readers
of various financial
publications, reply cards and questionnaires. All records include head of household, home address and
telephone number.
publications, reply cards and questionnaires. All records include head of household, home address and
telephone number.
New Homeowners
This file enables you to target millions of Americans each year who are new to your
neighborhood. These
consumers have special needs and are ready to establish loyal relationships. All records include head of
household and home address. Telephone numbers are available.
consumers have special needs and are ready to establish loyal relationships. All records include head of
household and home address. Telephone numbers are available.
New Parents
Lifestyle changes of becoming a new parent, opens the door for a variety of financial
products. All records
include head of household, home address and telephone number.
include head of household, home address and telephone number.
Non-Profit Organizations
This file contains a list of all non-profit organizations. You may select by either
including or not including
religious organizations.
religious organizations.
Oil & Gas
This special niche of investors, understands this unique investment. Files are available
with either home or
work address. Telephone numbers are also available.
work address. Telephone numbers are also available.
Pilots
This file contains a comprehensive list of FAA registered pilots. All records are
at home address. Telephone
numbers are also available.
numbers are also available.
Pre-Retirees
Perfect candidates for retirement planning. These consumers seek long-term financial
alternatives. All records
include head of household, home address and telephone number.
include head of household, home address and telephone number.
Registered Reps
This file is compiled from NASD licensing information. It includes all Series 6
and 7 licensed representatives. All
records contain name and address. Some records contain home telephone number, test dates, date of hire
and present company affiliation.
records contain name and address. Some records contain home telephone number, test dates, date of hire
and present company affiliation.
Rollover Profile
This market is constantly changing. It has huge potential. Reach these individuals
BEFORE they make their
decisions. All records include head of household, home address and telephone number.
decisions. All records include head of household, home address and telephone number.
Seniors
Today's senior market is the fastest growing segment of our society. Millions of
baby boomers are joining the
senior ranks as their ages reach the half-century mark. All records include head of household, home address
and telephone number.
senior ranks as their ages reach the half-century mark. All records include head of household, home address
and telephone number.
Speculative Investors
More risk means more rewards. These individuals appreciate and understand speculative
investments. All
records include head of household, home address and telephone number.
records include head of household, home address and telephone number.
Succession Planning
Business owners today need more and more expertise. All records include top decision
maker, company
address and telephone number.
address and telephone number.
Teachers
This file is compiled from State registrations. Records can be selected by either
home address or work
address. Telephone numbers are also available.
address. Telephone numbers are also available.
Ultra Professionals
This highly targeted list includes various professionals such as Doctors, Attorneys,
Accountants, Dentists,
Engineers, Architects, etc. All records include contact name(s), company address and telephone number.
Engineers, Architects, etc. All records include contact name(s), company address and telephone number.
Up and Comers
This group of potential investors has been identified as the most affluent for their
age group. This information
is compiled from census track income data, along with lifestyle and spending habits. All records include head
of household, home address and telephone number.
is compiled from census track income data, along with lifestyle and spending habits. All records include head
of household, home address and telephone number.
Woman Business Owners
You can select by gender with our extensive business database. This file is a great
prospecting tool for
anyone seeking more female clients. All records include the top decision maker, company address and
telephone number.
anyone seeking more female clients. All records include the top decision maker, company address and
telephone number.
Need Assistance?
For assistance identifying
your target market, selecting
your search criteria or
ordering,
please call one of
our data specialists at
800.898.SECO .
your target market, selecting
your search criteria or
ordering,
please call one of
our data specialists at
800.898.SECO .
Reach key decision-makers
We make over 20 million phone calls each
year to verify the accuracy of our data. Not
only do we verify all our information we
also capture additional information such as
key contact, number of employees and
primary SIC code. We have the quality data
that is vital to your marketing efforts.
year to verify the accuracy of our data. Not
only do we verify all our information we
also capture additional information such as
key contact, number of employees and
primary SIC code. We have the quality data
that is vital to your marketing efforts.
Specialty Lists!
If you are looking for more detailed
information a specialty list might be the
answer.
Call now and find out more on how
specialty lists can help you hit your target
audience more efficiently and effectively.
information a specialty list might be the
answer.
Call now and find out more on how
specialty lists can help you hit your target
audience more efficiently and effectively.