We offer industry organizations serving the independent advisor community a suite of products and services to help translate data into powerful business intelligence. Understanding membership makeup is essential for developing sound strategies along with focused and efficient tactics.
|Attract and Retain Members||Create targeted recruiting and retention strategies by gaining a deeper understanding of member characteristics.|
|Grow Sponsor Base||Win and retain sponsors by demonstrating the true value of your organization through industry-centric metrics.|
|Maximize Events||Optimize the event experience with a clear view on attendee demographics.|
Gain a full understanding of your membership across key dimensions through high value analytics to help you make data-driven decisions. Identify members’ RIA or B/D affiliation, RIA size, gender representation, and much much more. With these insights in hand you can translate findings into tangible takeaways and efficient actions!
Many sponsors are taking a sharper view on the value and depth of events and conferences. Analytics is increasingly becoming “table stakes” in order to decide to participate. Provide sponsors the measures and insights they need to make and sustain ongoing investments in your organization!
As you expand sponsors’ reach through our mobile and membership services …take things to the next level by measuring advisor interests. What content was most viewed? Were RIAs interests different than Broker/Dealer Reps? We deliver aggregate reporting so you can see what advisors viewed coupled with our industry analytics.
Go Mobile with ConferenceAdit…the industry’s first event tool designed with advisors in mind. You can now offer content on demand from you, your presenters, along with your participating sponsors on attendees’ smartphones and tablets. Conference materials that was once available only in paper format can now be accessible anywhere, any time and on most leading devices…even after the conference!
With our Sponsor365 program, you can now offer “digital subscriptions” where sponsors have the opportunity to connect with your broader membership every day of the year. All registered* members can access AdvisorAdit’s Cloud-based portal where your sponsors are showcased in high visibility.