Organic Demand Capture


AdvisorTarget



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.


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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