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Their Challenge
Navigating the registered investment advisory (RIA) domain is often a difficult and tedious task due to its fragmented and opaque nature. In this complex ecosystem, firms like Jefferies often find themselves encountering substantial hurdles in sourcing leads and actionable data. One of the chief challenges Jefferies grappled with was pinpointing the right RIAs that would exhibit an interest in their specialized deal flow and broad-ranging product offerings.
Jefferies' diverse product suite spans from structured products and alternative investment opportunities to municipal bonds. Identifying RIAs that match Jefferies' specific offerings is like finding a needle in the vast financial market haystack. This task is complicated further by the ever-evolving nature of RIAs, their strategies and the shifting regulatory landscape. For firms like Jefferies, staying on top of these changes is key to successfully navigating this intricate terrain.
The traditional method of manually sifting through a firm's SEC filings to garner essential details proved to be not only time-consuming but also misleading. Robert Peyreigne, the Global Head of Wealth Management at Jefferies, recognized the need for a more refined approach. He chose to partner with FINTRX, harnessing the capabilities of our advanced private wealth intelligence solution. This strategic move allowed Jefferies to optimize their RIA prospecting strategies, accurately pinpointing and connecting with their target firms with enhanced precision.
The Outcome
Peyreigne, alongside the Jefferies team, has found significant success in incorporating FINTRX as a cornerstone of their business strategy. It has proven particularly beneficial in pinpointing registered investment advisors that align with their business aspirations, investment aims and preferences.
Leveraging the extensive data on RIAs and their representatives, Jefferies has managed to refine their targeting strategies. This has enabled them to provide more customized and pertinent services to their clientele, consequently driving more business opportunities
Analyzing factors such as investment history, individual advisor AUM, underlying clientele, and industry focus, Jefferies has been able to quickly build a comprehensive list of RIAs that align with their offerings. The ability to set alerts and notifications has kept them up-to-date with changes in their target market and ongoing relationships, creating a dynamic and responsive strategy.
Jefferies is a highly active and valued client of FINTRX, meeting weekly to strategize business plans for future growth, and relying on key FINTRX-native data points across the industry. The integration of FINTRX into Jefferies' business strategy has led to significant successes such as providing efficient coverage across multiple business units. By leveraging FINTRX, Jefferies continues to drive high-level business growth and enhance its outreach efforts.
Analyzing factors such as investment history, individual advisor AUM, underlying clientele, and industry focus, Jefferies has been able to quickly build a comprehensive list of RIAs that align with their offerings. The ability to set alerts and notifications has kept them up-to-date with changes in their target market and ongoing relationships, creating a dynamic and responsive strategy.
Jefferies is a highly active and valued client of FINTRX, meeting weekly to strategize business plans for future growth, and relying on key FINTRX-native data points across the industry. The integration of FINTRX into Jefferies' business strategy has led to significant successes such as providing efficient coverage across multiple business units. By leveraging FINTRX, Jefferies continues to drive high-level business growth and enhance its outreach efforts.
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