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Our advisor lead subscription gives you access to behavioral-enhanced leads to optimize go-to-market, distribution, and business intelligence strategies.
Connect with the right investors and accelerate your business with our data solutions.
Streamline your sales processes with quality leads and prioritization models, resulting in higher conversion rates.
Build stronger client relationships and boost engagement by delivering tailored and relevant content.
Profile advisors researching your products to enhance user experiences and optimize conversion pathways.
Receive contact details like name, email, and CRD, as well as business information like company AUM and location to integrate with your CRM.
See advisors researching your tickers and your competitors, as well as reading content related to your strategies.
Lead scores are based on digital activity and indicate potential purchase intent allowing teams to better prioritize who to contact.
The intelligence we provide allows asset managers to enrich their current advisor profiles to further qualify, prioritize, engage and convert existing prospects, as well as identify new highly qualified prospects who are interested in your products, but may not yet be in your marketing funnel.
Reporting is delivered as a custom feed to fit each of our client’s products, goals and needs - and is designed for streamlined integration with your CRM and other data sets. We can set delivery frequency to monthly, bi-weekly, or weekly.
Yes, you can combine the subscription and VettaFi’s digital marketing offerings to enhance your campaign leads and insights. In fact, we recommend this bundle to most clients. We can overlay lead data across the following engagement tactics: digital ads, custom content, and webcasts.
