Case Study: Tidal ETF achieves precision advisor targeting and a $5M ESG win with AdvizorPro

Tidal ETF secures a $5M ESG trade with AdvizorPro

Tidal ETF, a leading white-label ETF issuer, faced significant prospecting challenges due to outdated data from their previous provider. Their sales team was inefficient, wasting time on cold calls to irrelevant leads. To achieve growth, they needed a smarter solution and chose AdvizorPro for its precision targeting and up-to-date data.

By implementing AdvizorPro, Tidal ETF gained access to advanced filtering capabilities and seamless CRM integration, enabling data-driven, targeted outreach. This solution delivered tangible results, including a targeted campaign that secured a $5 million trade and a more efficient sales process that transformed guesswork into informed decision-making.

Tidal ETF