In this episode of The Data Possible Podcast, Ned Dane, Chief Strategy Officer at Aidentified, talks about the power of data and how advisors and institutions are using behavioral analytics, dynamic insights, and real-time wealth events to cultivate relationships and turn cold calls into warm referrals.
In this episode, you will learn:
- Ned’s inspiration for starting Aidentified
- How advisors and institutions are using Aidentified to connect to hyper-targeted, qualified prospects
- Why having a unified household/professional profile on your prospects and clients is so valuable to sales and marketing
- How clients are using the Interest & Lifestyle dataset co-developed by Aidentified and Discovery Data to deliver a personalized experience and identify new market opportunities
Resources: Discovery Data | Aidentified
The Data Possible Podcast is produced by our partner, Advisorpedia.