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.
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.
