Turn existing web traffic into qualified leads
Transform IP addresses into advisor names, FINRA CRD numbers, and website interaction detail. Reach out to known prospects with a clear picture of their intent.
FINRA is a registered trademark of the Financial Industry Regulatory Authority, Inc.
Uncover new prospects based on known needs
Every day, advisors go online to look up tickers and research topics. These searches signal who is interested in the products you offer.
Boost ROI across the entire sales cycle
Engage the right advisors at the right time in more relevant ways. Close more deals and highlight your advantages with true data-driven intelligence.
Identify web visitors by name
Maximize known leads for every campaign
Identify the individual advisors who visit your website by their unique CRD number, with no need for cookies, logins, or sign-ups. Know the pages they view, the products they research, and the time, date, and frequency of their visits.
Advisor IP Match makes it easy to personalize engagements based on the web content viewed. Now you can prioritize your sales and marketing outreach according to an advisor’s level of interest.
Maximize known leads for every campaign
Identify the individual advisors who visit your website by their unique CRD number, with no need for cookies, logins, or sign-ups. Know the pages they view, the products they research, and the time, date, and frequency of their visits.
Advisor IP Match makes it easy to personalize engagements based on the web content viewed. Now you can prioritize your sales and marketing outreach according to an advisor’s level of interest.
Generate leads based on intent
Engage the right advisors at the right moment
We monitor advisor activity across our vast network of industry publications vis-à-vis a list of context-rich keywords and asset classes customized to your business. You’ll receive new leads every month including the advisor’s name, firm, CRD number, and email address.
Advisor Intent Signals are scored on a scale of one to five based on the frequency, time spent, and level of engagement with a specific topic or series of articles — so you can determine the appropriate next step based on level of interest.
Engage the right advisors at the right moment
We monitor advisor activity across our vast network of industry publications vis-à-vis a list of context-rich keywords and asset classes customized to your business. You’ll receive new leads every month including the advisor’s name, firm, CRD number, and email address.
Advisor Intent Signals are scored on a scale of one to five based on the frequency, time spent, and level of engagement with a specific topic or series of articles — so you can determine the appropriate next step based on level of interest.
Gain insight into ticker look-ups
Target advisors who want your products
Receive high quality leads based on the tickers that advisors search. Your leads file includes all advisors who look up tickers selected by you, including name, email address and firm.
Ticker Intent provides the intelligence you need when you have an advantage in price or performance — or cross sell clients who may be at risk.
Target advisors who want your products
Receive high quality leads based on the tickers that advisors search. Your leads file includes all advisors who look up tickers selected by you, including name, email address and firm.
Ticker Intent provides the intelligence you need when you have an advantage in price or performance — or cross sell clients who may be at risk.
Identify actionable segments
Profile your existing prospects
Provide us with a list of known CRD numbers and we’ll report back on the keywords and products they search most often.
Identity Segments details the asset classes and topics that your existing advisor clients research most, so you can segment and personalize your outreach to capture and retain more of their business.
Profile your existing prospects
Provide us with a list of known CRD numbers and we’ll report back on the keywords and products they search most often.
Identity Segments details the asset classes and topics that your existing advisor clients research most, so you can segment and personalize your outreach to capture and retain more of their business.
Video Transcript
Speaker 1 [00:00:00] Advisors go online every day to research investments, view content, and visit websites, including yours. Now put a name to previously unknown prospects with a clear picture of their needs and interests. Advisor Target delivers the leads and intelligence you need to market and sell more effectively. Fill your pipeline with advisors who are ready to buy. Prioritize follow ups based on degrees of interest. Turn existing web traffic into high quality leads. Advisor Target can match any IP address to a database of 285,000 producing advisers, giving you the names and contact details of unique cards. We capture their activity across numerous publication projects, providing a firsthand view of article topics. Site visits. And ticker lookups every month. You'll get leads that align with your product parameters. So you can highlight your competitive advantages and grow your business with more personalized outreach. Don't wait. Accelerate lead flow at every step with advisor Target. Only from Broadridge.
Grow faster with Advisor Target.
Connect with our team today.
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| +1 800 353 0103 | North America |
| +442075513000 | EMEA |
| +65 6438 1144 | APAC |