The topical and product interests of advisors, captured and profiled from their organic editorial reading choices on select financial sites, creates a data-rich opportunity for more effective distribution and marketing activities in asset management.
Superior advisor relationships result, driving transaction frequency, partnership value and thought leadership.
AdvisorTarget Demand Capture Solution
(select features + benefits)
- Individual CRD-level, Actionable Demand Signals;
- 96.2% correlated with actual asset transactions (data study)
- Searchable, continuously developed advisor active interest profiles
- Granular Data: asset classes, products, tickers, CRD and moreā¦
- Custom; signals, leads and insights
- Automatic, actionable signals = frictionless team adoption
- Surfacing organic demand = distribution and marketing efficiency
- Optional direct marketing solutions for stimulating demand