Infinata Launches FA Direct™ to Help Asset Managers Find and Retain Key Financial Advisors

Customized cloud-based solution integrates and consolidates data streams to create one-page lead sheets, marketing ROI, client base segments, at-risk business reports and more.

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FA Direct
With FA Direct, we are excited to provide an efficient solution tailored to the needs of high-performance marketing and sales teams at asset management firms.

Norwood, MA (PRWEB) January 17, 2013

Infinata, part of the Financial Times Group of companies and the premier provider of data analytics for the wealth industry, is pleased to introduce FA Direct™ for asset management firms. The customized cloud-based solution integrates internal and third-party data streams to provide marketing and sales executives with tools to improve prospect targeting and client retention:

  •          Daily prioritized and actionable lead reports for each representative
  •          Consolidated FA profiles with market and office data
  •          Easily digestible 360-degree views of customer bases and buying trends
  •          Marketing campaign ROI and mix analysis
  •          Secure data standardization, centralization and hosting of numerous systems
  •          Client base segments to improve cross- and up-selling opportunities
  •          Custom dashboards featuring an intuitive user interface with live support

Download a complimentary white paper, "Seven Proven Ways Your Data Can Improve FA Business Development."

“Infinata prides itself on unlocking the hidden value of our customers’ data to create new opportunities for them to build a more successful business,” said Ruth McHenry, Managing Director of Infinata. “With FA Direct, we are excited to provide an efficient solution tailored to the needs of high-performance marketing and sales teams at asset management firms.”    

To learn more about how FA Direct helps leading asset managers improve their book of business, schedule a personalized online demonstration at http://www.infinata.com/FAdirect.com.

About Infinata, Inc.
Featuring innovative Custom Data Services, a comprehensive BioPharm Solutions Suite and unique Wealth Prospecting tools, Infinata provides personalized technology solutions to turn information into insight. Infinata is a part of Mergermarket, a Financial Times Group company and a division of Pearson plc. To learn more, visit http://www.infinata.com.


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