Data is Key to Finding New Clients Who are Ready to Invest

Compared to just last month, more Americans are now ready to spend and to save.* These insights drawn from real-time data are key to devise strategic campaigns to attract new clients or increase the value of existing clients’ portfolios. With rich, robust real-time data, you can go beyond surface demographics to improve marketing messages across your customer lifecycle. If you are using first-party data alone, or even combining it with typical third-party data, you may be missing the part of picture.

Join Manu Agarwal, VP, Marketing Analytics at T. Rowe Price and Resonate CMO Ericka Podesta McCoy for a discussion on how to:

• Overcome the limitations of first-party data by enriching it with investment-specific attributes
• Meet privacy-related regulations with future-forward data strategies
• Go deeper in the data to more effectively reach potential and current clients
• Build high-performing data analytics teams

Register for our Fireside Chat to learn how to create a holistic picture of customers with 324 up-to-date privacy-safe data elements!

Register Today! 

*Insights drawn from the latest Resonate Recent Events data