Talk to the right people
You want to talk to Financial Advisers about your funds but there are tens of thousands of people and you probably don’t have the contact details for the majority of them.
And they keep moving around, making it really hard to keep the information up to date, particularly if you are relying on account managers to do so. They are relationship developers and sales people, data admin is rarely high on their priorities!
Imagine your sales and marketing teams having access to an always accurate and up to date list of people for them to contact, leaving them free to focus on what they do best.
We know which firms advise clients on investments, and whether an advisor advises on investments, mortgages or both (we won’t send you those that just do mortgages) so your distribution effectiveness can take a huge step forwards.
Know the potential of every advisory firm
As well as the number of people providing investment advice (a firm with 20 advisors is likely to be doing more business than one with 2) we can tell you how each firm ranks for:
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Assets Under Advice
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Gross sales
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Net Sales
This means you can identify the top 10%, 20%, 25%, etc of firms both in aggregate and also for each of the 60 IA sectors and have the details of all the advisors that work there.
So if you have a star fund (or even better more than one) you can easily get in touch with the advisors with large assets under advice in the appropriate sector(s) and those writing large amount of new business to see if you can attract them into your fund(s).
Turn your sales data into valuable information
Most Asset Managers’ Funds are held on Platforms.
These Platforms send spreadsheets in different formats and with inconsistent data items making it difficult to get a clear picture of what is happening or drive actionable insights.
The files are often missing crucial data like Firm Reference Number (FRN) and Fund/Sector information (ISIN) which we add. Firm names are often spelt differently as well, so we standardise this.
Platformation turns this data into valuable information which can be used in CRM systems and BI tools to run your business more effectively.
Build Relationships with new firms
Talking to newly established firms before your competitors do so gives you the best chance to build relationships and win their trust and business.
Our Alert products give you all the information you need to do just that.
Events
Using our unique Eventdata product you can invite people to events based on their actual location rather than where their firm happens to be registered.
This means that if you run an event in, say, Manchester you will invite the people in that area even if their head office is in London.
Dozens of other characteristics ensure you invite the right type of people from the right type of firm.