.svg){kind=logo}
Powered by Rainmaker Information’s proprietary datasets and technology, it helps identify growth opportunities, improve targeting, and reduce manual data management. With ongoing updates and seamless integration, MarketLink enables smarter decision-making, stronger client engagement, and a higher return on your sales, marketing, and CRM investments.
Understand your clients instead of fragmented spreadsheets — see how financial advisers transact across platforms, asset classes and products in one clear, consolidated view.
Keep adviser, practice and licensee information accurate and complete without manual effort, so your teams always work from current, trusted contact and account data.
Turn connected sales and CRM data into insight you can act on, enabling smarter segmentation, sharper targeting and clearer identification of growth opportunities.
Rainmaker Information's data feeds enable the automated transferal of data sets from the Rainmaker database to a third party.
Professionally outsource your CRM management by connecting your existing CRM software to Rainmaker Information’s professionally managed database of financial advisers, practices and AFSLs.
Consolidate platform sales reports to display a single, adviser-centric view of your business.
Share of Wallet builds on consolidated platform sales reporting to show how your platform sales perform relative to the broader market at the adviser, practice and AFSL levels.
MarketLink helps you uncover new revenue opportunities, improve CRM data accuracy, and reduce manual workload through automated data cleansing and integration. It gives your team a complete, up-to-date view of adviser activity—enabling more targeted business development and stronger ROI from your sales and marketing efforts.
MarketLink adaptors can be created to suit your CRM solutions, including Salesforce, Hubspot, Microsoft Dynamics, Sage, Sugar and Oracle. Contact us to discuss a solution for your CRM software.
After the initial data cleanse, MarketLink supports ongoing updates (typically monthly), ensuring your data remains current and aligned with the latest industry movements and sales activity.
Platform sales reports are delivered in three ways:
- Excel files: Monthly data delivered securely in Excel, covering adviser, practice, AFSL, platform and asset class, with tables and graphs included.
- MarketPro integration: Data feeds directly into MarketPro to uncover deeper insights alongside a leading account and contact terminal.
- CRM integration: Reports connect into your CRM (e.g. Salesforce, HubSpot, Microsoft Dynamics) for seamless workflow use.
Contact our Business Development team for more information and to book a data consultation.
