As more and more advisors accept fewer and fewer in-person meetings, sales and marketing teams need timely, robust insights on clients and prospects to optimize every interaction with the right advisors at just the right moment.
Our Distribution Intelligence platform provides access to a number of products and services, presenting an aggregated view of data from you and various other third parties into DST’s proprietary master database, from your firm’s CRM and marketing platforms, and from other third-party vendors. It can replace the need to use multiple data systems with one business intelligence and sales environment that can help you better target your high probability sales opportunities.
Built specifically for asset managers, our Distribution Intelligence Platform is a data science engine that sifts through and analyzes layer after layer of data to give you a clearer view of your existing advisors and prospects.
At a glance, you can get comprehensive details and actionable insights about each of today’s more than 300,000 US financial advisors1 , including their:
Our Distribution Intelligence platform has built-in processes and controls to maintain the integrity and security of your firm’s data. Analytics and insights on your firm’s best opportunities are presented in easily-consumable graphical and numeric displays.
1 Relative to participants in WalletShare.