Helping Asset Managers Find New Clients

FA Direct is a custom online solution enabling marketing and business development executives to more effectively identify, target and acquire ideal Financial Advisor clients. By centralizing data from disparate sources into a fully integrated and hosted system, accessible via an intuitive and searchable cloud-based interface featuring your corporate branding, you will be able to:

Integrate FA profiles and office data to create complete records and find usable insights
Auto-generate targeted lead sheets and email alerts for each rep based on key criteria
Measure campaign ROI and determine the ideal marketing mix to maximize sales
Identify buying trends and segment your client base to improve cross- and up-selling
Create custom dashboards using an intuitive interface and live support

Schedule a personalized online demo or contact us to learn how FA Direct can help you.

Unlock the Hidden Value of Your Data

Types of data we integrate for asset management clients include:

Internal and third-party FA databases
Merged office data
Mutual fund information
Website usage
CRM systems
Management reports
Marketing campaign activity
...and much more

ft-small FA Direct is published by Infinata, part of the Financial Times Group of companes. To learn more about FA Direct, contact us or schedule a personalized online demo.