FINANCIAL SALES LEADS AND MARKETING TOOLS

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!

Try Data Axle Genie FREE!

Fill out the form to get your free 3-day trial plus 150 free leads now.

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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 9.81 out of 10 with 1071 reviews.

  • Rated on October 9, 2020 by JeremyKelter

    "I have been a client and fan for years now, and have had, and continue tohave, the pleasure of working with Ann McKenna as my rep. She's fabulous - always returns calls promply and takes care of any issures which..."

  • Rated on October 7, 2020 by babasparks

    "angela negus was very professional and was very consistent and followed up on my account she was the main reason why i created the account"

  • Rated on September 30, 2020 by shippingwithmatt

    "The salesgenie interface, quality information, and easily exportable steps to work leads was a huge help for me and my business during the past 6 months. I highly recommend them."

  • Rated on September 22, 2020 by autumn-66979

    "I recently expanded my business and have utilized Salesgenie for business leads in the past. I am reaching out to the consumer market now and my rep was extremely helpful and patient with me while I was deciding on..."

  • Rated on September 22, 2020 by carlenejackson

    "The product is way more cost-effective on Salesgenie than InfoUSA. although owned by the same group. I can get the exact lists I need as fast as I need them in a very intuitive interface. Having a flat bill each..."

  • Rated on September 16, 2020 by kimay

    "Really appreciate all the reaching out your sales team does after make the sale. Angela has called a few times to check-in and make sure things have been going well. She also lets me know what is going on with our..."

  • Rated on September 10, 2020 by AnnHarper-67558

    "..."

  • Rated on September 8, 2020 by kevinharkins

    "From Angela to our trainer Berti, it has been great joining Salesgenie! "

  • Rated on August 12, 2020 by PA-Doug

    "Karen was very helpful and knowledgeable. She answered all my questions on the first call."

  • Rated on August 7, 2020 by mcb-56445

    "Have only had for about a week so far but the ease of use, walk through and support has been great so far. Thank you for the support and hope it keeps going well. "

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Sign up today for your Free 3-Day Trial, or call one of our marketing experts at 877.708.3844 to learn more.

How can we help? Just give one of our marketing experts a call at 877.708.3844