Quick Take | 5 Tips for Making Data Drive Distribution

StopwatchAt the NICSA Strategic Leadership Forum in February, in a breakout session on “Harnessing Data and Technology to Propel Your Distribution Efforts to New Levels of Effectiveness,” representatives from Acceleration Partners and session sponsor Celera System talked about the intersection of data and fund distribution. Here’s the quick take from that session:

How strong is your handle on distribution effectiveness? These 5 tips can help your increase your sales productivity:

  • Take advantage of technology and make decision making data-driven
  • Profile and segment financial advisers in a way that defines and supports your sales strategy
  • Use data visualization tools, such as virtual maps, to pinpoint sales opportunities
  • Incorporate social media to empower your strategy
  • Implement ongoing, continuous business intelligence to measure progress against goals and ensure you’re on track


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