Advisor Data,

In a rapidly changing environment, making informed decisions has never been more challenging. Financial services firms need sophisticated, real-time market feedback to meet an increasing demand for reliable and representative data to inform strategic business decisions.

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What's Inside?

A long-standing client and leading asset management firm was looking to substantiate their plan for increased focus and funding of a product they wanted to launch among financial advisors. They needed to estimate the size of the market, identify the subset of advisors to target for product adoption and optimize product design.

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