Big Data

Seven Things Your Data Should Tell You – Part 5: What Client Engagement Strategy is Most Effective?

Data is the key to sales success. But is it also the key to retaining and enhancing the relationships...

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Seven Things Your Data Should Tell You – Part 4: What are your best lines of communication?

Data is your key to sales success. Every kind of data you collect in your sales and marketing process is...

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Seven Things Your Data Should Tell You – Part 3: How Do Your Channels Prefer to Engage?

In Part 1 we identified the WHO of your sales performance – your buyers and sellers – and in...

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Seven Things Your Data Should Tell You – Part 2: What’s been working?

In Part 1 we talked about the WHO of your sales performance – how sales analytics reveals the...

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Seven Things Your Data Should Tell You – Part 1: Buyers and Sellers

Your sales team should not spend their time hunting for opportunities – your historical sales data...

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Rep Team Data with ISS Market Intelligence

The Conventional Sales & Marketing Approach for team data has some major drawbacks: Narrow view due...

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Podcast: Leverage Your Own Data First

Click the link to listen to the podcast episode in a conversation between Dave Halligan, Director with...

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Leverage Your Own Data First

By David Halligan As a Fintech firm, we are often surprised how many asset management companies do not...

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How Asset Managers Can Use Data to Make Better Decisions and Save Money

In today’s highly competitive environment, RIAs, IBDs & Wirehouses are looking for more...

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