Shorten your sales cycle with Soloist

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.

Improve lead generation

Streamline your sales processes with quality leads and prioritization models, resulting in higher conversion rates.

Personalize outreach

Build stronger client relationships and boost engagement by delivering tailored and relevant content.

Increase web identification

Profile advisors researching your products to enhance user experiences and optimize conversion pathways.

What data comes with a lead subscription?

Contact and company profile

Receive contact details like name, email, and CRD, as well as business information like company AUM and location to integrate with your CRM.

Product engagement scores

See advisors researching your tickers and your competitors, as well as reading content related to your strategies.

Lead scoring

Lead scores are based on digital activity and indicate potential purchase intent allowing teams to better prioritize who to contact.

“If you are not getting Soloist leads with your digital activity you are missing out...it's like planting an apple tree and not picking the apples..”

Jake Hanley
Managing Director, Teucrium

Different teams. Different challenges. One solution: Soloist

Challenges
How do I put my product in front of the right advisor audience at the right time?
Where is my audience consuming thought leadership and product information?
How do I improve engagement?
SOLUTION
Soloist is the ultimate segmentation tool, breaking down what advisors are interested in, what types of products they are looking for, and how they consume information. Through Soloist you can build a more effective and efficient marketing campaign.
Challenges
How do I find advisors interested in my products? 
What product messages resonate with advisors? 
How do I prioritize advisors to prospect efficiently?
SOLUTION
Soloist delivers quality leads with behavioral data to help prioritize advisors who are more interested in your products. Sales teams spend less time chasing down cold leads and more time with prospects primed to convert.
Challenges
How do I create a 360 view of an advisor audience?
How do I find additional inputs, outside of 1st party data, for audience modeling? 
What can I do to better identify advisors engaging with our digital content?
SOLUTION
With Soloist, you can gain granular detail about your advisor audience. You’ll be able to understand what types of products they are seeking and how they prefer to consume information, helping your marketing teams prioritize digital content and better set campaigns up for success.

Frequently asked questions

Why do firms use this lead subscription?

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.

How is the data delivered?

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.

Can I use the subscription with other VettaFi offerings?

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.

Ready to shorten your sales cycle?

Access quality advisor leads and engagement intelligence to optimize your distribution strategy.
By clicking submit, you’re opting into communications, subject to our Privacy Policy.