Looking for more high-value investment clients? Start with better data.
Privacy-safe, fresh data enables more effective targeting and marketing
Relying on first-party data alone, such as demographics, purchase data and transaction history, offers a limited one-dimensional view of your clients. Today’s wealth management and investment firms need to reach new pockets of prospective clients and retain existing ones. The Resonate Investments data set allows you to create a holistic picture of current, ideal and prospective clients in a simple, cost-effective, privacy-safe way. Our rich, robust data goes deep to reveal psychographics—like sentiment, intent, preferences, and behaviors—so you can enrich your first-party data and create custom audiences to improve acquisition and create long-lasting, high-value client relationships.
Find and attract new investment clients
Access privacy-safe data – anytime, anywhere – to reveal investment-specific insights into US consumers.
324 investment-specific attributes, plus 14,000+ more
Add these attributes to your 1st-party data to get the bigger picture of what your customers – and your competitions’ customers – want and what affects their choices.
Resonate custom intent data
Leverage real-time data to find out the investment topics US consumers are researching now.
Investment marketing resources
Step-by-Step Guide to Effective Data-Driven Investment Marketing
Your complete guide to putting AI powered data to work today.Download
Investment Switchers Infographic
Find out who is switching investment firms & why + who’s at risk.Get Infographic
How to Pick the Right Data Partner
Critical things to ask, consider, and avoid when finding a consumer intelligence partner.Download
Related blog posts
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- New Banking Data Solution Offers Deeper Customer Understanding, More Efficient Acquisition and Retention
Ready to learn more?
AI-powered data provides a powerful understanding of your customers that improves marketing performance throughout the lifecycle. Connect with us to learn more.