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Case Study

Improved Prospecting Greater Efficiencies

Improved Prospecting Greater Efficiencies

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.