Case Study: Global Investment Management Firm pinpoints new RIA sales opportunities with Broadridge Opportunity Hunter

Precise RIA Data Drove Higher Sales

A global investment management firm was struggling to identify new sales opportunities in the Registered Investment Advisors (RIA) channel. After using several data and analytics solutions, the customer still lacked the depth of information needed to accurately target RIAs and was forced to manually combine multiple data sets, which was time-consuming and error-prone. Broadridge’s Opportunity Hunter predictive analytics tool was introduced as a potential solution.

Broadridge implemented Opportunity Hunter to help the firm precisely target RIAs most likely to invest in its products, using proprietary market data and Morningstar insights across more than 10,000 RIAs. The result was a much clearer view of the RIA landscape, enabling the sales team to identify the best prospects more quickly and effectively, including on the road via the mobile-friendly tool.