Specialized Datasets
Intent Data
Predictive financial advisor data intelligence.
Execute powerful go-to-market strategies directed toward advisors who have recently expressed an interest in your product or firm with intent signals.
Sales and marketing effectiveness.
Advanced data science surfaces the advisors’ most timely interests, signaling an opportunity to effectively engage.
- Capture organic reading choices of advisors
- Append insights to advisor profiles
- Surface timely, active interests
- Signal opportunities for sales and marketing
Historical advisor intent insights.
With our historical and ongoing advisor intent data capture, we are able to match and append advisor interests and reading choices to your internal database so you can make decisions on who to call and how best to communicate with an advisor.
Track trends in user engagement.
Access in-depth trends on advisors’ organic editorial reading choice interests (i.e. high yield, small caps, large cap growth, municipals) to empower strategic planning, marketing materials and spend, and more.
Empower your teams with financial advisor intent data.
Recruiting
Identify advisors actively planning a move.
Distribution
Surface advisors in the market for specific products now.
Marketing
Amplify your demand
generation efforts.
generation efforts.