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!
Try Data Axle Genie FREE!
Fill out the form to get your free 3-day trial plus 150 free leads now.
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!
See What Our Customers Are Saying
DataAxleGenie is rated 9.99 out of 10 with 1096 reviews.
Rated on April 6, 2021 by kevinkimberly
"Angela provided great follow up to all of my questions and concerns. Data Axle Genie also had a flowless onboarding process for my team while we were getting started. "
Rated on April 2, 2021 by JayTheG5
"Great experience as far as working with the budget and the amount of leads provided. The leads aren't everything I'm looking for , however that is apart of the business world that we have no control of. The amount..."
Rated on March 30, 2021 by ZenithGold
"Data Axel deserves all five stars and some. Ashlie has gone above and beyond anything I ever expected from this company. She was able to provide information for all questions and concerns that my client had with no..."
Rated on March 30, 2021 by taiaska
"Great software & great customer service."
Rated on March 24, 2021 by joet-70925t
"had an issue was resolved within hours."
Rated on March 24, 2021 by ericking-81347
"Ann was extremely helpful with answering any questions that I had and was able to get my account set up for me without any issues!"
Rated on March 22, 2021 by mmason-17504
"Angela and Dallas were both very easy to work with. They handled themselves in a professional manner and were able to answer all the questions I had to successfully use the service. They were great at setting up..."
Rated on March 18, 2021 by eortiz-7749
"My rep was fast. She also did not pressure"
Rated on March 16, 2021 by austinpeterson
"We have been using Data Axle Genie for about a month now and are very impressed. I am able to pull all of the necessary info my company needs in a timely manner, all at half the price of the "Market Leaders"."
Rated on March 8, 2021 by bricknmobile
"Prior to using Data Axle Genie. I was using another lead generation software and the numbers were bad and the names were inaccurate. Since making the switch to Data Axle Genie our call connection to leads has..."