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| Table Heading | |
|---|---|
| +1 800 353 0103 | North America |
| +442075513000 | EMEA |
| +65 6438 1144 | APAC |
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Want to speak with a sales representative?
| Table Heading | |
|---|---|
| +1 800 353 0103 | North America |
| +442075513000 | EMEA |
| +65 6438 1144 | APAC |
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| Table Heading | |
|---|---|
| +1 800 353 0103 | Amérique du Nord |
| +1 905 470 2000 | Canada Markham |
| +1 416 350 0999 | Canada Toronto |
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| Table Heading | |
|---|---|
| +1 800 353 0103 | Amérique du Nord |
| +1 905 470 2000 | Canada Markham |
| +1 416 350 0999 | Canada Toronto |
This NY based mutual fund company with over $3.5 billion in AUM has a small sales force and needs to maximize the effectiveness of their sales effort by targeting the best prospects for their fund family. Registered Investment Advisors (RIA’s) are difficult to target and traditional methods using self- reported assets and applying segmentation models were proving inefficient.
