Asset Management Prospecting with Predictive Analytics


One of the biggest challenges facing asset management companies is how to efficiently prospect for new advisors with the ever-increasing volume of internal, external and social media data. 

There are new prospecting enablers, including Big Data and Predictive Analytics, which can be used to uncover new financial intermediaries who represent the best targets for asset management companies.

This asset management whitepaper will discuss:

  • Proven best practices to acquire new advisors
  • How to use Big Data and Predictive Analytics to focus prospecting
  • How to develop a disciplined approach to prospecting and targeting in asset management
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Whitepaper

Proven Prospecting
Approaches for
Targeting New Advisors