Webinar recording

From source to CRM - Ingesting and leveraging advisor team data for intelligent distribution

Today more advisors are members of a functional team than just a year ago. What you don’t know about these teams can lead to ineffective and inaccurate reporting, sales, marketing, and targeting strategies.

From establishing a good source of advisor team data to bringing that data into your CRM system, this webinar shares how asset managers are using Advisor Atlas team data in applications like SalesPage and SalesStation CRM managed app for Salesforce to improve accuracy, effectiveness, and decision-making.