Any Suggested External Data Enrichment Sources To Qualify Cold Leads?

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DATA TO QUALIFY THAT THE COLD LEAD IS OF INTEREST TO THE ADVISOR (i.e. type of leads are they looking for). •High Net Worth •Employment Company •Employment Industry •Occupation •Gender •Zip code or neighborhood •Specific associations? DATA TO PERSONALIZE CONTENT & images, or to target the campaign based on data of the lead What data would be helpful to personalize campaigns •Gender •Age •Occupation •Interests •Household count, identities •Education
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Hi @kdundas,

 

Can you please share more information if you are still looking for assistance with this? What is your end goal? What steps have you taken thus far? 

 

Thank you,

Jenny


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