Improve Prospecting Efficiency with Data-Driven Insights
Ariam Sium and Hazal Sabah
About this talk
Are you tired of wasting precious time and resources on a inefficient prospecting? Fidelity Institutional has uncovered a startling statistic "only 37% of firms segment their clients." That’s a missed opportunity. if you want to take prospecting to the next level, data analytics can help you to better understand your prospects, be more efficient on where you spend your time, and help unlock new growth opportunities.
In this webinar you’ll learn how you can take your advisory firm to the next level by using an investment-first data aggregation platform that enables scalable, efficient prospect vetting and digital client onboarding. The addition of analytics generates unique insights and personas that help you segment your prospects into higher growth niches based on their financial behavior, preferences, and demographics. This is how you align your firm's services with client needs and create stronger relationships that drive long-term growth.
Join us for and learn how to:
- Effectively onboard prospects and clients using a financial data aggregation platform
- Segment your prospects into higher growth potential niches with an insights and persona generation analytics engine
- Create more efficient and effective engagement processes to convert prospects to clients
- Align your firm's services with client needs to build stronger relationships and drive long-term growth
Ariam Sium, VP Product @ FinGoal
Hazal Sabah, Senior Product Manager @ Morningstar ByAllAccounts
Source: “Four Steps to Successful Client Segmentation - Crafting and implementing your customized segmentation strategy”, https://clearingcustody.fidelity.com/app/literature/item/9880538.html