AccuPoint Solutions www.accupointsolutions.com, a leading provider of financial advisor and insurance agent data, has partnered with SFS, a fintech leader in sales reporting and analytics, to introduce TeamIQ, a comprehensive solution delivering detailed Advisor Team intelligence to the asset management industry. With TeamIQ, firms gain unparalleled visibility into Advisor relationships, enabling them to target the right individuals and maximize distribution efforts.
What is TeamIQ? A Game-Changer for Advisor Team Data
The SFS-AccuPoint TeamIQ solution includes Advisor Team information for all major wirehouses and provides critical information not readily available including:
- Tracking of advisors across multiple teams
- Advisor movement between teams and firms
- Contact information for all team members
- Including certain non-advisor team members
- Title/Roles and areas of expertise
- Social media links for deeper engagement
- and much more!
How TeamIQ Enhances Advisor Insights & Relationships
TeamIQ provides comprehensive Advisor Team data, offering firms visibility into an Advisor’s associations, team structure, and key decision-makers. This intelligence enables asset managers to refine sales strategies, strengthen relationships, and improve product distribution.
Since 2016 AccuPoint Solutions has been a leader in providing boutique and Fortune 500 asset management firms, insurance carriers, IMOs/FMOs, and industry service providers with digital distribution, data, and consulting solutions. Our partnership with SFS to create and deliver TeamIQ extends our capability to provide this unique product offering to the industry. TeamIQ will aid firms in identifying and targeting the right individuals within an Advisor team. This improves a firm’s ability to form relationships with the right Advisors, and with the individuals within a team that are most likely to promote the firm’s products.
Gary Weber
Founder & CEO of AccuPoint Solutions
Unlock the Power of Advisor Team Data with TeamIQ
If your business struggles to track advisor teams and make data-driven decisions, it’s time to see what SFS-AccuPoint TeamIQ can do. Combining cutting-edge technology with industry expertise, TeamIQ provides firms with unparalleled insights to enhance sales strategies and relationship-building.
See how SFS-AccuPoint TeamIQ can transform your strategy! Contact us today to learn more.