A leading asset management firm was struggling to support its sales teams in understanding the full breadth of their relationships with current and potential clients. It needed a scalable and manageable data solution that would provide invaluable insights and analytics to better target its wealth advisor clients. The company lacked real clarity around advisor profiles such as the universe of products being purchased, percentage of sales versus competitors, and engagement with the organization’s sales and marketing representatives. Establishing a complete view of its clients (Customer-360) would drive improvements to targeting and the company could then produce better business outcomes around its efforts for sales, marketing, and product distribution.
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