Infinata’s New OpportunityEDGE Enables Asset Management Firms to Identify, Retain and Grow Key Financial Advisors
Norwood, MA (PRWEB) July 31, 2013 -- Infinata, part of the Financial Times Group of companies and the premier provider of data analytics for the wealth industry, launched OpportunityEDGE™ for Asset Management Firms. This customized cloud-based platform can be leveraged daily to drive business growth. It fully integrates asset management firms’ internal and third party data to provide marketing and wholesalers a competitive information advantage by improving prospecting activities and client retention.
Infinata developed OpportunityEdge based on its 10+ year experience working closely with top asset managers to address the needs of both the wholesalers on the ground and back office marketing groups. OpportunityEDGE improves sales efficiency and provides accuracy when measuring marketing campaign ROI. It integrates internal, third party and office data to create:
• Actionable lead sheets
• Customized segments
• At-risk customer reports
“OpportunityEDGE is designed by former wholesalers and marketers to integrate seamlessly into their daily workflow,” said Ruth McHenry, Managing Director of Infinata. “This product is the result of years of work in order to find the right mix of analytics, segmentation, and front end reporting to retain and improve our clients’ market share.”
At its core, OpportunityEDGE presents everything that is known about each advisor and their office in an easily digestible format. OpportunityEDGE answers four key questions for every client:
1. Which advisors should I contact today and why?
2. Who will be my best advisors in three years?
3. How can I maximize the value of my 3rd party data?
4. What marketing campaigns provide the best ROI?
To learn more about how OpportunityEDGE helps leading asset managers improve their book of business, schedule a personalized online demonstration at http://www.infinata.com/OpportunityEDGE.
About Infinata, Inc.
Infinata provides personalized technology solutions to turn information into insight. Services include a comprehensive BioPharm Solutions Suite, unique Wealth Prospecting tools and innovative Custom Data Services. 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.
Holly Burke, Infinata, http://www.infinata.com, 781.619.0131, [email protected]
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