Case Study: Opportunity Hunter #2
Case Study: Opportunity Hunter #2
1 Pages© 2016 Broadridge Financial Solutions, Inc., Broadridge and the Broadridge logo are registered trademarks of Broadridge Financial Solutions, Inc. broadridge.com MUTUAL FUNDS Case Study: Opportunity Hunter #2 Situation A global investment management firm was finding it challenging to pinpoint new sales opportunities in the Registered Investment Advisors (RIA) channel. After trying a variety of data and analytics solutions, they were frustrated that they weren’t able to obtain the depth of data necessary to precision target RIA’s and were forced to piece together different data sets which was labor intensive, time consuming, and limited in accuracy. Broadridge Solution The firm had heard of Broadridge’s new predictive analytics tool for the RIA channel called Opportunity Hunter a
