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The Financial Services Guide list reaches professionals engaged in banking, accounting services and more. List prospects are buyers of industry books, subscribers of business publications, and attendees of conferences and seminars. This list provides the most current data available to reach professionals in the tax, lending, saving and investment finance sectors.
These professionals are the ones who manage financial books and buy, sell or trade securities for consumer and business portfolios. They open checking accounts, lend money for auto and home loans, prepare financial statements and tax records, and offer investment instruments like CDs, annuities, stocks, and mutual funds to grow wealth. This audience follows the guidelines set forth by the FDIC, Securities and Exchange Commission and more. Customers grow their wealth through savings and investment, interest accumulation, and stock growth. They rely on knowledgeable professionals to help them maximize returns. This audience pursues continuing education opportunities to stay abreast of marketplace trends.
Financial Services Guide professionals do a varierty of duties including Open depository accounts, process loans, assess credit risk, offer investment instruments, provide credit card services, provide financial advice, trade securities, purchase stock and bonds, manage portfolios, prepare taxes, manage corporate books, seek capital fundraising opportunit
Some titles include: Branch manager, loan officer, credit manager, compliance officer, fraud manager, risk analyst, financial planner, trust officer, stock broker, investment advisor, insurance agent, securities dealer, mutual fund manager, tax preparer, bookkeeper
Market segments: finance, depository, credit, lending, brokerage, investment, trust
Products purchased: Finance publications, computers, software, business attire, fraud detection, desktop organization, security cameras, electronics, AV equipment, office furnishings and office supplies, technology
List Purchasers: Publishers, IT providers, security services, software and computer providers, insurance providers, recruiters, armored car companies, legal advisors, continuing education providers, government regulators, apparel providers, and credit card issuers. |
