AdvisorTarget

Know which advisors are in the market for your products right now

Request Information

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.

Attract and retain premier talent

Accelerate prospecting, personalize outreach, and focus resources on the most valuable advisors by understanding the topics and products they care about.

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.

Thank you for taking the first step.

Your sales rep submission has been received. One of our sales representatives will contact you soon.


Want to speak with a sales representative?

Table Heading
+1 800 353 0103 North America
+442075513000 EMEA
+65 6438 1144 APAC

Market and sell with greater precision

Fill your lead pipeline with the right advisors at the right time.

Prioritize follow-ups based on the degree of interest.

Personalize engagements to match known interests.

Actionable insights. Optimized outcomes. Sustainable growth.

Improve lead capture, sales productivity, and marketing ROI

Monitor the web activity of more than 285,000 producing advisors, each identified by a unique FINRA CRD number. Through advanced data science, we profile prospective buyers and automatically generate actionable, information-rich signals so you can book more deals in less time.

Track advisors visiting your websites and activity across numerous publication partners to know specific topics they’re researching. A timely, predictive view into each advisor’s interests lets you rapidly move prospects through the lead funnel and personalize engagements.

Revolutionize recruiting and retention

Thousands of advisors switch firms every year. You need to know the signs.

Monitor activity on industry publications, sponsored content, and your own website to identify advisors researching a potential change. With details on the topics and products your top prospects and current advisors care about, you can engage them using pinpoint personalization.

Use exclusive insights to outline tactics for raising current advisors’ productivity and satisfaction levels as well as drawing in recruits.

Constantly refill your lead funnel

Turn online activity into actionable intelligence for effective marketing and sales. Our platform includes modules that you can deploy independently, or as a complete, end-to-end solution to become advisors’ preferred partner for retirement plan management.

Patented technology captures data from your website and industry publications to deliver targeted leads every month based on keywords and asset classes relevant to your business. Then, you personalize campaigns that promote your advantage.

Maximize advisor-focused ad campaigns

Invest in impressions that matter. We track 10M+ monthly visits and analyze IP data to confirm which users are advisors and investors, capturing detailed metrics on the topics and products they’re researching.

This unique view enables us to profile potential prospects and score their intent regarding a product. We can tag and deliver display ads to users that fit your campaign, eliminating “impression waste” and narrowing the scope to high-value targets.

Let’s talk about what’s next for you

Our representatives and specialists are ready with the solutions you need to advance your business.

Want to speak with a sales representative?

Table Heading
+1 800 353 0103North America
+442075513000EMEA
+65 6438 1144APAC

Thank you.

Your sales rep submission has been received. One of our sales representatives will contact you soon.

Want to speak with a sales representative?

Table Heading
+1 800 353 0103North America
+442075513000EMEA
+65 6438 1144APAC