Consumer Identity Data Boosts Prospect Profiles for Financial Advisor Clients’ Marketing Initiatives
Consumer identity management expert Infutor today announced that financial services marketing firm White Glove has selected Infutor’s identity resolution solutions to help enrich its financial advisor clients’ prospect data. With Infutor’s ID Max, White Glove delivers to its clients more complete, privacy-compliant prospect profiles of educational workshop, seminar and webinar attendees.
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“With Infutor data, White Glove can deliver more qualified prospect data to their clients as they diversify their marketing services to include webinars and other digital offerings,” said Gary Walter, CEO of Infutor.
“With the pandemic, we shifted on a dime from running in-person seminars to providing our clients a diverse roster of educational services to help build their client relationships. In the process we were lucky to find Infutor’s identity resolution services to help us deliver more detailed prospect profiles that help generate introductions to warm, pre-qualified prospects,” said Evan Kramer, CEO of White Glove. “The Infutor data not only gives our clients more data for remarketing but it also validates the results that our adviser services programs deliver.”
With a single consumer data point, e.g., name, address, phone, mobile or email, Infutor ID Max instantly delivers complete privacy-compliant identity data and attribute enhancements to enable personalized profile development. ID Max leverages Infutor’s TrueSource™ Identity Graph featuring 260+ million consumers and 100 million daily updates compiled from deterministic, authoritative and permissible data from numerous privacy and security-compliant sources.
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“Through our partnership, White Glove can deliver more qualified prospect data to clients as they diversify their marketing services beyond in-person events to a mix of webinars and other digital offerings,” said Gary Walter, CEO of Infutor. “Being able to help connect financial professionals with motivated prospects through more detailed identity data is a win-win. No one wants to waste precious marketing impressions on unqualified leads.”
The additional identity markers that ID Max delivers help marketers improve lead quality, conversion rates, and lead attribution.
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