Rep Team Data with ISS Market Intelligence
The Conventional Sales & Marketing Approach for team data has some major drawbacks: Narrow view due to the Advisor-only focus No data for Advisor moves No visibility into Advisor associates No insights into team sales, assets, or performance Slow to track linked teams However, the Sales & Marketing approach provided by ISS Market Intelligence and […]
Q1 2019 Client Roundtable
The focus of last week’s MARS Client Roundtable centered around 3rd party data related to market share and/or firm data packs. One of the interesting aspects of working with such a wide range of asset managers in terms of size and AUM is understanding how differently each client integrates and leverages 3rd party data along […]