Gazoota

Gazoota is an online network that provides Financial Advisors access to high net worth individuals, their companies and their retirement plans. With over 1.4 million executives across over 850,000 companies, Gazoota is the most comprehensive prospecting resource available to financial advisors. Data from Gazoota can be directly imported into any contact management system, including ACT! for Financial Professionals (AFFP). Learn more about AFFP

Powerful Leads With Gazoota, you can search by alma-mater, compensation, geography, industry, gender and much more. By targeting your search, you can develop the expertise you need to win more business.
Money In Motion! Events Each day, Gazoota tracks new executive appointments, promotions, insider transactions and M&A activity. This data provides unique opportunities for FAs including IRA Rollovers and wealth transfers so you can target your prospects and clients at the exact time that they need your services.
Referral Opportunities Each Gazoota executive profile has suggested referral possibilities to help you build your business with more warm leads
Daily e-mail Alerts Gazoota delivers new updated leads to you every day to provide you with a continuous stream of new business opportunities.
Mailing Lists Gazoota allows you to create mailing lists with a single click.
Extensive Search Capabilities Search the database with unlimited search criteria

Key Benefits

Targeted Market Research
Increased Sales Productivity
Optimized Business Analysis
Seemless download

Support and Training

Comprehensive technical support and training is included with the service. This covers data import assistance for your contact management system.