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Challenges
+ Limited Visibility into AUM & Competitor Landscape
In the ETF world, understanding where assets are held—and who holds them—isn’t always straightforward. Without access to key data, the team found it challenging to assess their market position or identify competitor relationships.
+ Lean Sales Team Needed Scalable Tools
With just a handful of internal & external representatives, the firm needed tools that could help them cover more ground without increasing headcount, particularly when targeting new markets or preparing for outreach.
+ Lack of Advisor-Level Intelligence
Without a centralized platform, the team lacked visibility into advisor backgrounds, product exposure, and firm affiliations—critical insights needed to target the right people with the right message.
Why They Chose FINTRX
Results & Key Benefits
+ Territory Building & Geographic Targeting
The team builds precise territory lists based on metro area, AUM exposure, or ETF usage—empowering more focused outreach. As Carl shared, “Being able to leverage searches—whether it’s advisors in a certain city or with a certain AUM focus—has been a huge help.”
+ AI Tools for Smarter Prep & Messaging
Powered by FINTRX’s AI Analyst, tools like 'Prep Me for a Meeting' and the 'Intro Email Generator' have streamlined research and campaign messaging—especially when entering new markets. Carl described the functionality as “scary cool,” noting its ability to instantly surface key insights and talking points ahead of every call.
+ Strategic Search & Filtering Capabilities
By filtering for advisors aligned with F/m’s products—or competitors’—the team now targets outreach with far greater precision, creating more relevant and impactful marketing and sales initiatives
+ Instant Access to Advisor Intelligence
Extensive firm profiles and Smart Bios give the team a detailed view of advisor backgrounds, interests, and affiliations—allowing for well-informed, personalized engagement at every stage of the funnel.
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