You’re dedicated to achieving your goals.
We’re dedicated to ensuring you do.

Learn why DATADYNE MARKETING® clients see extraordinary results.

Why DATADYNE Why DATADYNE Why DATADYNE Why DATADYNE Why DATADYNE Why DATADYNE Why DATADYNE Why DATADYNE Why DATADYNE Why DATADYNE Why DATADYNE Why DATADYNE Why DATADYNE Why DATADYNE Why DATADYNE Why DATADYNE Why DATADYNE Why DATADYNE Why DATADYNE

The Finance Industry’s Most Advanced
Artificial Intelligence Marketing Platform

Unified AI Smart Data™

Unmatched prospect targeting and venue selection capabilities driven by machine learning historic data, normalized aggregated omni-channel first-party data, and artificially intelligent appended third-party enhanced data.

AI Marketing Automation

Let the platform nurture, drip, and follow up while you stay focused on what matters. Our platform leverages AI to automatically deploy multi-touch marketing campaigns that connect with prospects at the right time on their preferred channels of communication.

Robust Analytics & Insights

Transparently monitor marketing campaign activity and measure your success as you discover new strategies to drive better marketing results. We equip you with everything you need to know in order to make the right decisions for your business.

Integration & Connect Support

Unlock critical data lying captive in source systems, such as a CRM or platforms provided by your NMO / BD, and work seamlessly across critical business platforms and applications with deep integrations that enable real-time synchronization.

Stan Black

Operations Director, Wealth Innovations LLC
“I was searching for the Iron Man technology that would give me new tools in my arsenal allowing me to do my job of finding a steady stream of prospects for [my team] easier and more effective. Then I found Datadyne Marketing and it changed everything! The team delivers on what they promise, and it has been a blessing.”

We Measure Success By Our Advisors’ Actual Business Produced

DATADYNE MARKETING® is the only technology marketing agency capable of tracking, optimizing, and measuring the success of marketing campaigns against not just registrations, attendees, appointments booked, or even appointments attended...but the actual real-time synced case sizes of submitted, pending, and issued business resulting from marketing efforts that can be fully attributable to every individual campaign.

Production-Based Machine Learning

Our patent-pending AI Marketing Platform™ is the only FinTech platform that is able to close the loop on analyzing the full lifecycle of marketing efforts from launch to written business produced. While our competitors are missing half of the picture and simply track impressions, clicks, registrations, attendees, or appointments to define target prospects, the invaluable ProductionRTS™ data allows our platform's machine learning algorithms to self-optimize prospect targeting based on predictive modeling methods calculating propensity of target prospects to have the highest resulting production yielded.

DATADYNE MARKETING® ProductionRTS™ Technology

Our proprietary Production Real-Time Sync integration with leading insurance carriers & RIAs provides our AI Marketing Platform™ instant access to current submitted, pending, and issued business for participating clients.

See The True ROI Of Marketing Efforts

Track and attribute production derived from individual marketing initiatives. For financial organizations, the AI Marketing Platform™ provides the ability to view organizational data, such as tracking top producers.

Our Clients’ Results Speak For Themselves

We are dedicated to the success of each client throughout the lifetime of their business.

“Datadyne Marketing has truly changed our business, and rarely do I find a team that really is a game-changer when it comes to providing value.”

Mitchell Whitney

CEO, Whitney & Associates
  • Drive More Pipeline

    35% more opportunities

  • Increase Prospect Quality

    25-50% larger case sizes

  • Increase Productivity

    1-2 more client hours daily

  • Achieve Production Goals

    15-45% more production