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Case Study

Precise RIA Data Drove Higher Sales

Precise RIA Data Drove Higher Sales

A global investment management firm was finding it challenging to pinpoint new sales opportunities in the Registered Investment Advisors (RIA) channel. After trying a variety of data and analytics solutions, they were frustrated. They weren’t able to obtain the depth of data necessary to precision-target RIAs. They were also forced to piece together different data sets, which impacted accuracy and was labor-intensive and time-consuming.