Talk to the right people
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With financial advisors increasingly outsourcing investment decisions there is a huge opportunity for you to promote your Managed Portfolio Services to a wider audience.
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There are around 74,000 firms and 225,000 individuals on the FCA Register/Directory so how do you find the right people to talk to?
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Using our proprietary segmentation models you can target very specific types of firms and individuals which can enable your business to take a huge step forwards. As well as identifying firms that don’t have their own investment management permissions you can see the directors and business owners who are likely to be key in the decision making process of which outsourced investment provider(s) to use.
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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.
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Build Relationships with new firms
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Talking to newly established firms before your competitors do so gives you the best chance to build relationships and win their trust and business.
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Our Alert products give you all the information you need to do just that.