AdvisorTarget

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. Using advanced data science, we profile prospective buyers and automatically generate actionable, information-rich signals to help you book more deals in less time.

Track advisors visiting your website and their activity across numerous publication partners to understand the specific topics they are researching. A timely, predictive view into each advisor’s interests helps you move prospects through the lead funnel faster and personalize every engagement.

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.