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ZoomInfo Connect

Benefits of Connect


Increase Productivity

Get the information needed to reach prospects such as email, direct dial phone number, and deep demographic and firmographic information, so you can spend less time researching and more time assisting your clients.

Integrated social profiles

Get the information needed to reach prospects such as email, direct dial phone number, and deep demographic and firmographic information, so you can spend less time researching and more time assisting your clients.

Improve Targeting & Segmentation

Get the information needed to reach prospects such as email, direct dial phone number, and deep demographic and firmographic information, so you can spend less time researching and more time assisting your clients.

Enhance & Grow Your Database

Get the information needed to reach prospects such as email, direct dial phone number, and deep demographic and firmographic information, so you can spend less time researching and more time assisting your clients.

Before ZoomInfo can analyze your data file, you will need to import it into our data management platform. You can import your full B2B database or a representative sample – rest assured that your information is being stored securely and will only be used to fulfill your request.

First, click ‘Select a File’ on the Enhance page to browse to your file. If you have already uploaded the file to My Lists within ZoomInfo, you can select it from the list of files. Otherwise, select ‘Upload New File’ to browse to the file on your computer. Your uploaded file must be in CSV format.

We strongly recommend that your file contains descriptive column headers and that you include as many columns of relevant business data as possible.

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No Risk, High Reward:
Investing for the Modern Investor

Build a Massive Pipeline and Drive Your Success

FREE TRIAL BUY NOW

Several of the most well-known and successful financial firms, along with their top producing advisors, rely on ZoomInfo for access to contacting their top clients. Join them in their discovery of the simple navigation through hundreds of millions of new prospects daily.

You create a lifetime of financial security, let ZoomInfo provide you with a lifetime of contacts.


Find New Clients and Prospects

Target the exact prospects you need using our 20+ search criteria. Fuel your funnel with continuously updated, date-stamped and verified information on buyers and never worry about running out of leads.


Warm Up Your Cold Calls

Warm up your cold calls. Relationships are key, but you can break the ice and make connections with your prospects. Use ZoomInfo and access background information, such as colleges attended, board affiliations, job history, and relevant web mentions.


Track Career Progression

Keep tabs on high-potential prospects. Monitor their every move with real-time alerts on job changes and when new contacts are added that meet your criteria.

From Our Customers

Using ZoomInfo I was able to reach prospects I've been trying to get in touch with for months. I was also able to generate high quality referrals by searching for peers of my clients with ZoomInfo's search tool.

Nick Shultz
Recruiting Field Director
Northwestern Mutual

7 Things All Financial Advisors Need to Know

In Good Company

Thousands of companies rely on ZoomInfo's products and services. It is used by thousands of business professionals, including Fortune 500 companies.

ZoomInfo | Free access to targeted, accurate business data

Get access to business contact information.
Sign up today and get the best data in the industry.

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Find your best customers with ZoomInfo.

Finding your most likely buyers just got easier with Zoominfo, the most advanced prospect targeting tool on the market.

Most powerful search
20+ criteria that let you find prospects who can't be found anywhere else.

Contact information
Get emails and direct phone numbers without having to "connect".

Profiles and bios
Learn about your prospects and warm-up your initial calls.

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