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.
“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.
“Through our partnership, White Glove can deliver more qualified prospect data to clients as they diversify their marketing services from mostly 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.
About White Glove
White Glove is a tech-enabled marketing services company that, through its proprietary done-for-you platform, makes it easy for professional advisors such as financial, insurance, estate planning and more to succeed with client-getting strategies, such as educational seminars, webinars, direct leads and appointments, social impression management and other digital media. Backed by Quadruple Guaranteed seminars and webinars, advisors pay only for performance. Not only are White Glove marketing services done-for-advisors, but we get better results! Advisors can grow their business without spending extra time booking venues, setting up webinars, generating leads and appointments, following up with workshop registrants or keeping social media channels updated with great content. White Glove’s tech-enabled done- for-you programs are meant to be an extension or replacement for advisor marketing departments – doing the hard work and aligning on performance and results. Clients benefit from countless freed-up hours that they can spend on other important things – like their own clients, their family and activities they enjoy – all without sacrificing results. For more information, visit whiteglove.com.
Infutor is the expert in data-driven consumer identity management and identity resolution. The company is solely focused on enabling brands to instantly gain access to the most complete and accurate information about consumers, exactly when they need it, to make informed marketing and risk mitigation decisions. In the past year, Infutor has been named to the Inc. 5000 list and recognized by Crain’s Chicago and Built In Chicago as a Best Place to Work. Infutor is a privately held company founded in 2003 with strategic investments from Norwest Venture Partners. Infutor is headquartered in Oakbrook Terrace, Ill. For more information, visit infutor.com.