Drive efficiency with behavioral data

Behavioral data is data collected from how customers engage with your business, and it can be used to optimize your distribution efforts.

Here are some key takeaways from our piece:

Behavioral data can be used to shorten sales cycles, increase engagement measures, and identify investors and financial advisors.
Leveraging behavioral data enables teams across sales and marketing to meet investors at their current buying stage with content and messaging that reflects their interests.
By partnering with a firm that provides third-party behavioral data, asset managers can have a more well-rounded view of their client base and better personalize experiences.

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