Client Case Study · Advisor Prospecting · CITs

How Great Gray Trust CompanyEnhances Advisor Prospecting with FINTRX

Great Gray Trust CompanyAdvisor Prospecting · CITs
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Overview

Great Gray Trust Company specializes in Collective Investment Trusts (CITs), providing fiduciary oversight, governance, and operational support for asset managers, advisors, and plan sponsors. The team oversees $209.8 billion in assets, partnering with 84 sub-advisors, 37 platforms, and 200+ recordkeepers to streamline retirement investments. Committed to efficiency, transparency, and technology-driven solutions, Great Gray empowers plan sponsors, advisors, and asset managers to navigate the market with confidence.

"The AI Analyst feature has been a game-changer, providing powerful talking points, email templates, and scripts that have completely transformed our approach to advisor prospecting."
Darryn Bolden Darryn BoldenQualified Plan Strategist at Great Gray Trust Co.
Before FINTRX

The Challenges Before FINTRX

Great Gray Trust Company faced a major hurdle in its day-to-day operations—inconsistent advisor data. Finding accurate information on advisors and their firms was a time-consuming and inefficient process, making it difficult to prepare effectively for outreach and build meaningful connections. Great Gray needed a smarter, more automated solution to accelerate advisor identification and optimize outreach effectiveness.

01

Inconsistent and fragmented advisor data

Sourcing accurate and up-to-date advisor and firm information was time-consuming and often unreliable.

02

Lack of personalized insights led to weak outreach

Without key firm highlights and advisor-specific details, crafting meaningful outreach strategies was difficult.

03

Manual processes resulted in inefficient prospecting workflows

Manually gathering data and creating prospecting materials resulted in inefficiencies, limiting the team's ability to scale efforts effectively.

The Solution

Why They Chose FINTRX

Great Gray Trust Company leverages FINTRX’s AI Analyst to streamline its advisor research process, integrating real-time insights directly into its workflow. This allows them to quickly identify key prospects and personalize outreach with AI-powered data, ensuring more efficient and impactful engagements.
With FINTRX

Results & Impact

The impact of FINTRX was immediate and transformative. With streamlined workflows and access to high-quality, structured data, Great Gray Trust Company significantly improved its prospecting efforts.
Verified Impact 01

Enhanced Advisor Targeting

With actionable, real-time data, Great Grey identifies and engages with the right advisors faster and more effectively.

Verified Impact 02

Improved Prospect Engagement

The ability to leverage personalized talking points & AI-driven email scripts led to more meaningful conversations and increased prospect responsiveness.

Verified Impact 03

Greater Efficiency & Productivity

AI automation reduced the time spent on research and manual data entry, allowing Darryn and his team to focus on strategic initiatives rather than administrative tasks. As Darryn shared, “My experience with FINTRX has been great—streamlined and efficient!” 

Verified Impact 04

Seamless Integration

By pulling advisor insights directly from Salesforce call lists, FINTRX streamlines the workflow, eliminating the need for multiple data sources and manual searches.

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