Use Teams Data + Advisor IP Matching to target high-value prospects
In the competitive world of asset management, identifying and targeting high-value prospects is crucial for success. Fortunately, two powerful tools—Teams Data and Advisor IP Matching—can work in tandem to help asset managers achieve this goal. By leveraging these datasets, you can gain insights into potential clients actively seeking new investment products, understand their roles within their teams, and build more effective marketing strategies. Layering this data with additional metrics such as AUM, sales, redemptions, distribution expenses, and expense ratios will enable you to calculate profitability scores for advisors more accurately than ever before, resulting in a higher ROI approach to prospecting.Takeaways from data-driven client journey discussion
In today's data-driven world, asset managers face a challenge: How to effectively use data to define the client journey and engage at the right moments to impact buying decisions. To shed some light on this issue, we hosted a virtual panel with industry experts Rob Kenyon, Josh Stauffer, Michael Winnick, and Kevin Rosenfeld.Strategic alignment ensures a successful step into the ETF market for Touchstone Investments
When Touchstone Investments launched their first two ETFs, they knew they needed to get the data right to ensure accurate reporting and commissioning. This meant refining their data strategy to enable the linking of ETF financials to existing client records and presenting the data in the right ways to return business value. They knew they got it right after the first two months of ETF financials were processed according to plan with few issues encountered. What were the main drivers of this successful outcome?
How advisor intent data helps distribution
Asset managers choose SalesPage because we not only provide advisor intent data, but we layer it with advisor team, marketing engagement, and sales data. This aggregated view provides even stronger indicators of who is further along in the purchase funnel and is prime for outreach.Dynamic discussion with women on work and life
To celebrate Women's History Month and International Women's Day, we organized a panel of women-identifying SalesPage professionals who shared their career journeys, challenges, successes, and advice for women and men in all stages of work and life. We are sharing some of their stories and advice with you with the intent to have a broader positive impact on our community.