Advisor team data bundles
SalesPage offers advisor team data bundled with BD, RIA, advisor profile, and advisor behavioral intent data and within the SalesPage platform.
Know who's buying what and when
AdvisorTarget continuously captures, profiles, and signals financial advisors’ active buying behaviors based on their daily editorial reading habits on select financial websites like Nasdaq. Combining patented, cookie-free data capture technology with advanced data science practices, AdvisorTarget data identifies what advisors are going to buy or sell next. AdvisorTarget data signals are over 96% correlated with actual asset purchases.
With Advisor Atlas and AdvisorTarget working together, you can see searching activity tied accurately to purchase and redemption activity. Layering team data with intent data provides context for advisor intent signals and illuminates behavior patterns among members of a team. Provided as a single source that you can input directly to your CRM or data lake, no internal resources are required to bring these multiple, complex sources together.
Act on data intelligence, quickly
Bundling Advisor Atlas and Discovery Data within the SalesPage platform allows you to act on data, quickly.
- Provides ongoing rule-based support for importing BD and RIA firm, advisor, and advisor team data and handling it appropriately
- Automatically creates data profiles according to your rules
- Augments firm, advisor, and team data with your territory and channel structures, as well as your sales data
- Optimizes the availability of up-to-date data in searches and queries
- Enables utilization of data in sales and marketing campaigns
With SalesPage’s flexible platform we offer multiple data sets and delivery options to ensure you’re getting exactly the intelligence you need, where you need it, so that’s it’s immediately useable. Contact us to discuss options.