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.