Meridian-DHS
The Financial Advisor channel is a major market with major opportunities - so large, in fact, that firms selling products into the Advisor channel often "lose control" over their accumulated marketing data. Even when developing/purchasing the very best data, the ability to fully leverage that information is challenged by:
- Constant advisor mobility and other industry-change dynamics
- Inherent limitations on attaining complete and accurate advisor market data
- Limited in-house resource available to clean, update and maintain available data
As a result, a fast growing number of firms face large-scale and costly challenges in their efforts to efficiently and effectively manage their advisor channels sales, marketing and business planning initiatives.
Meridian-IQ™, the leading provider of database and workflow tools for firms servicing the Advisor market, offers a proprietary service called Meridian-DHS™ (Data Hygiene Services). Meridian-DHS is an outsourced, cost-effective and custom solution for firms seeking expert support in the area of data hygiene and maintenance.
Utilizing Meridian-DHS, firms serving the financial advisor marketplace can focus on marketing plans while outsourcing the cost and expertise required to maintain up-to-the-minute Advisor information. Meridian-DHS ensures that your valuable information remains accurate, relevant and actionable, so that you can focus on channel distribution and sales initiatives.
We have assembled a world-class team of data analytics and structuring experts. By harnessing the years of business analytics experience of our data team, Meridian-DHS delivers best-of-breed and complete advisor market intelligence with data-grooming know-how. Specific Meridian-DHS value-added deliverables include:
- Matching and updating existing advisor records between your accumulated datasets and third party data
- Appending relevant demographic & contact data
- Updating sales plans to account for advisors who have moved, retired or changed product/service focus
- Providing access to all top advisor prospects in the market
- Delivering ongoing custom data feeds to ensure advisor records remain updated
- Offering valuable expertise & best practices for CRM data integration
Meridian-DHS Clients receive significant value and tremendous ROI based on their ability to:
- Better qualify/prioritize sales and marketing pipeline
- Focus sales & marketing teams and resources on only the best prospects
- Eliminate wasted time and effort on non-prospects
- Conduct penetration/opportunity and share-of-wallet analysis
- Develop optimal strategic plans based on accurate and complete advisor market data
- Efficiently drive distribution initiatives and reporting from a continually updated CRM
To learn more about Meridian-DHS and to explore the custom solution that best fits your business, please contact us at 646 867-6460.