Leveraging team data for intelligent distribution (IMEA webinar)


We look forward to presenting team data to IMEA members and guests on April 29th. Please contact our team if you’d like to join. If you’re an IMEA member you can register directly through imeaconnect.com

IMEA webinar team data in CRM

From Source to CRM: Ingesting and leveraging Advisor Team Data for Intelligent Distribution
Wednesday, April 29 • 4:00 PM ET

Today more advisors are members of a functional team than just a year ago. What you don’t know about these teams can lead to ineffective and inaccurate reporting, sales, marketing, and targeting strategies. This webinar will share how investment managers are using Advisor Atlas team data in applications like SalesPage and SalesStation to improve accuracy, effectiveness, and decision-making. Topics slated to be discussed include:

  • Can you tie sales and activity back to relevant teams? Is that data accurate?
  • Is marketing able to reach the right person with the right message, quickly?
  • How effective is your BI team if they can’t see the entire buying unit as a whole?