In this episode of The Data Possible Podcast, Craig Katz, EVP of Partnerships and Strategy at Discovery Data, and Duncan MacDonald-Korth, CEO of AdvisorTarget, share how their Intent Data offering has grown in the last year, reflect on what they’ve learned, and discuss where Intent Data and their partnership is headed.
In this episode, you will learn:
- What enhancements have been made to the Intent Data offering in the last year
- What Intent Signals, Profiles, and Trends are and how they can be used
- How Advisor Intent Indices work
- How to access a custom Indices dataset
- Success stories on how Intent Data has helped provide better outcomes faster for clients
The Data Possible Podcast is produced by our partner, Advisorpedia.