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At RIA Channel, LLC and Labworks, LLC (DBA RIA Database), we are dedicated to providing comprehensive data, software, analytics, and marketing services to the financial services industry. Our proprietary, web-based software allows you to access and utilize the largest and most accurate data sets in the industry, facilitating your sales and marketing efforts.

Our Services

We offer a range of services designed to support your business goals, including:

  • Data: Access a comprehensive database of RIA firms, IARs, investment professionals, family offices, banks, and trust companies, along with their key contacts and contact information.
  • Analytics: Leverage our advanced analytics and insights to gain a deeper understanding of your target audience, identify trends, and track your marketing efforts effectively.
  • Marketing: Utilize our marketing services to target your ideal prospects, nurture leads, and personalize your communications.
  • Integrations: Seamlessly integrate our data with your preferred CRM, MDM, or Data Warehouse to streamline your workflow and enhance your sales and marketing efforts.
  • Surveys & Research: Gain valuable insights into the financial services industry through our proprietary surveys and research reports.

Key Features

Our platform offers a range of features designed to facilitate your sales and marketing efforts, including:

  • Lead Generation: Identify and engage with your ideal prospects through targeted campaigns and personalized communications.
  • Data Feeds: Access our comprehensive data sets and integrate them into your workflow for seamless lead generation and tracking.
  • Marketing Automation: Automatically nurture leads and personalize your communications through our marketing automation platform.
  • Analytics & Insights: Gain actionable insights and track your marketing efforts' effectiveness through our advanced analytics and reporting tools.

At RIA Channel, our mission is to provide innovative solutions that empower financial institutions and organizations to succeed in the ever-evolving financial services landscape. Through our comprehensive data, software, analytics, and marketing services, we enable our clients to make informed business decisions, build strong relationships, and drive growth.

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