Unlimited Access to Targeted Financial Services Leads
If you’re in the financial planning industry, financial leads are what you need to help build your book of business. Find quality prospects on Data Axle Genie! Our detailed business or consumer profiles will help you prepare for sales calls, while our innovative marketing tools will quickly get your message into the right hands.
Call one of our marketing experts at 877.708.3844 to learn more.
Simple, fast, and cost-effective, Data Axle Genie is the perfect prospecting and marketing service for financial planners. It can help to:
Quickly pinpoint the right prospects
With hundreds of search selections and an easy-to-use design, our search tool makes it simple to find the financial leads you need. And it’s available online or via our handy mobile app, so you can use it wherever, whenever.
Easily manage your sales leads
Data Axle Genie Lead Manager™ is designed to help you work more effectively—and close more sales. Access valuable tools, including customized views, notes, tags, status icons, and much more.
Create effective marketing campaigns
We make it easy to create professional (and low-cost) marketing campaigns. Quickly put together direct mail or email campaigns, or advertise on Google.
Plus, our marketing experts are dedicated to helping your business succeed. From building lists to designing and executing your campaigns, we can do as little or as much as you need. Simply pick up the phone and put us to work for you!
See What Our Customers Are Saying
DataAxleGenie is rated 9.82 out of 10 with 1166 reviews.
Rated on October 14, 2021 by christianriceman
"I have worked through and attempted many ways to build my book of business. I came across Data Axle Genie and scheduled a call. From the first call, I am impressed. My point of contact, Kari was incredible! We spoke..."
Rated on October 11, 2021 by CynthiaAppiah
"Data Axle Genie is an excellent company for lead generation. Ralph, the marketing consultant who helped me every step of the way, has been very helpful and supportive in developing a strategic marketing plan for my..."
Rated on October 6, 2021 by shaneathomas
"I work with John Sheibal and he is always very responsive. He makes my job easier with how good he is at his. Shane"
Rated on October 5, 2021 by BrokerMike-99
"I had used Sales Genie about 5 years ago. On my search, I found it as Data Axle Genie, and clicked around the website for a bit. Angela Negus contacted me to see if I had any questions. Also, to determine my..."
Rated on October 1, 2021 by jsurman
"Targeted mailings are doing a great job for my business. Glad I tried Data Axle."
Rated on September 30, 2021 by badegoke
"I reviewed many platforms for my marketing campaign before settling with Date Axle. The platform provided me a one-stop shop for all my marketing needs including target list acquisition & leads, email and direct..."
Rated on September 28, 2021 by milenasoza
"We have been able to find plenty of competent data that allows us to keep in business."
Rated on September 16, 2021 by robert-78523
"I have used sales genie in the past and by what i mean in the past years ago when I was still selling on the road. We have continued to keep paying for this service because I felt that it is an important tool for..."
Rated on September 16, 2021 by todds-47035
"My sales representative, Angela Negus, was very helpful and prompt to answer questions. I signed for a trial before subscribing for the service and Angela was available to guide me through the process. "
Rated on September 8, 2021 by Tracy-10833
"Thank you Brian for the time you took to do a deep dive on new business listing searches and the "self reported" data that lives there. I appreciate the walk through and affirmation that we are using this tool as..."
Find the Perfect Financial Leads
Our marketing experts can help you segment your list based on specific sales criteria—so you can get your message out to the right people.
A few examples include:
- Young professionals
- High-income executives
- Out-of-state movers
- Individuals who have recently changed professions
- And more!