Talk to the right people
You want to talk to Investment Advisers about your platform 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 have the details of the directors and business owners who are likely to be the main decision makers on which platform(s) their advisors use, enabling your distribution effectiveness to take a huge step forwards.
We also have information on which advisory firms have the most assets under advice which could provide a really useful focus for your distribution activities.
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.