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Citigroup, a VestmarkONE customer evaluated BlackRock Aladdin Wealth

Moog, an UKG AutoTime customer evaluated Workday Time and Attendance

Swedbank, a Temenos T24 customer evaluated Oracle Flexcube

Michelin, an e2open customer evaluated Oracle Transportation Management

Cantor Fitzgerald, a Kyriba Treasury customer evaluated GTreasury

Wayfair, a Korber HighJump WMS customer just evaluated Manhattan WMS

Westpac NZ, an Infosys Finacle customer evaluated nCino Bank OS

Citigroup, a VestmarkONE customer evaluated BlackRock Aladdin Wealth

Moog, an UKG AutoTime customer evaluated Workday Time and Attendance

Swedbank, a Temenos T24 customer evaluated Oracle Flexcube

Michelin, an e2open customer evaluated Oracle Transportation Management

Cantor Fitzgerald, a Kyriba Treasury customer evaluated GTreasury

Wayfair, a Korber HighJump WMS customer just evaluated Manhattan WMS

Westpac NZ, an Infosys Finacle customer evaluated nCino Bank OS

List of Discovery Data MarketReach Customers

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Logo Customer Industry Empl. Revenue Country Vendor Application Category When SI Insight Insight Source
Aaa Automotive 20000 $8.0B United States Discovery Data Discovery Data MarketReach Account Based Marketing 2020 n/a In 2020, Aaa deployed Discovery Data MarketReach to support its insurance-agent recruiting program, using Account Based Marketing to target prospective agents across multiple state branches in the United States. The engagement combined Discovery Data MarketPro intelligence with Discovery Data MarketReach email and call-center services, aligning the application to HR and talent acquisition business functions for recruiting operations. The implementation leveraged MarketPro intelligence for audience selection and list enrichment, and MarketReach for campaign orchestration, email delivery, and outbound call-center outreach. Configuration focused on segmentation and targeted messaging workflows typical of Account Based Marketing, enabling coordinated multi-channel contact strategies for recruiter teams and branch-level hiring managers. Operational scope covered HR and talent acquisition across state branches in the United States, with campaigns executed through Discovery Data MarketReach email and call-center service layers. Campaigns were centrally supported by Discovery Data while targeting and execution were scoped to branch and regional recruiting priorities, preserving consistent messaging across outreach channels. The engagement produced measurable delivery and engagement outcomes that were recorded by the provider, specifically a 98% email delivery success rate and consistently double digit open rates for recruiting campaigns. Governance and campaign management were provided as part of the Discovery Data service model, enabling recurring campaign execution for ongoing insurance-agent recruitment.
Morningstar Banking and Financial Services 11115 $2.3B United States Discovery Data Discovery Data MarketReach Account Based Marketing 2018 n/a In 2018, Morningstar implemented Discovery Data MarketReach as part of an Account Based Marketing initiative to strengthen CRM-driven advisor engagement. The deployment focused on CRM and marketing workflows across Morningstar territories to maintain an accurate advisor view and to surface new leads for sales and advisor-facing teams. The implementation used Discovery Data MarketPro intelligence together with MarketLink API integration with Salesforce, and Discovery Data MarketReach was configured to enrich and normalize advisor records. Functional capabilities centered on advisor data enrichment, dynamic segmentation, territory planning, and lead generation orchestration, reflecting standard Account Based Marketing operational modules for targeted outreach and account prioritization. Integrations were anchored on MarketLink API with Salesforce CRM, enabling automated record updates, segmentation flags, and delivery of curated lead lists into sales and marketing queues. The operational coverage emphasized territory-aligned data hygiene and segmentation workflows, supporting sales operations, field marketing, and CRM management across Morningstar’s regional territories. Governance changes focused on embedding new segmentation and territory planning processes into existing sales and marketing workflows, with controls for ongoing data stewardship and record reconciliation. Outcomes stated in the engagement included improved advisor segmentation, enhanced territory planning and lead generation, and a significant increase in ROI reported by Morningstar.
Nitrogen Wealth Banking and Financial Services 300 $50M United States Discovery Data Discovery Data MarketReach Account Based Marketing 2019 n/a In 2019 Nitrogen Wealth engaged Discovery Data to deploy Discovery Data MarketReach, selecting the platform to support Account Based Marketing for distribution and marketing of its wealth-management clients in the United States. The engagement combined MarketPro data access with Discovery Data's MarketReach marketing services and go-to-market consultancy to refine target account lists and outreach strategy. Discovery Data MarketReach was configured to enable account identification, audience segmentation, data enrichment, campaign orchestration, and performance measurement consistent with Account Based Marketing best practices, leveraging MarketPro datasets for firmographic and contact-level precision. The implementation emphasized centralized ABM lists and campaign playbooks to align marketing and distribution teams on target segments and messaging. Operational scope covered marketing and distribution functions within Nitrogen Wealth focused on US wealth-management clients, with Discovery Data consultancy translating data insights into campaign execution and targeting frameworks. Discovery Data MarketReach and associated marketing services were cited as driving a reported 600% ROI for the firm.
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