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Hitting a moving target

Scott Kaplan
Head of Marketing
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Published on
June 10, 2026
Updated on
September 28, 2026
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Hitting a moving target

The right way to think about data quality (and why it matters for your prospecting efforts)

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Everyone’s heard the adage “bad data leads to bad outcomes.” But what most Financial Advisors don’t know is that when it comes to marketing and prospecting, bad data isn’t actually the real problem. It’s a lack of data transparency.

Why? Because life happens. Contact and personal data changes constantly. People move, switch firms, and retire. Without a way to gauge the quality of your information, you can’t be confident that your data is accurate or missing the mark until after you’ve launched your campaign
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Join Erika Maynard, Aidentified's Head of Platform, on June 30th at 11am for “Hitting a moving target: The right way to think about data quality” to learn how solving the issue of data transparency can transform your outreach efforts. She'll walk through how Aidentified's Contact Confidence transparency layer validates emails, phone numbers, and addresses in the system and how Quickview lets you verify a profile before you ever spend a credit to unlock it.

Speaker

‍Erika Maynard

Head of Platform, Aidentified

Aidentified has been the most efficient in surfacing prospects based on their money in motion and making it easy to hyper-target based on companies and alumni. Cold outreach is a thing of the past.

★★★★★

Stephen Santangelo

Founder & President, Matriarch Wealth Management

We got a closed-won against all odds on someone with a liquidity event. This wouldn’t have happened if it weren’t for Aidentified.

★★★★★

Richard Ina

Partner - AAMS, NewEdge Wealth

Scott Kaplan

B2B growth and marketing leader with experience in finance and regulated industries. At Aidentified, leads marketing with direct ties into product and sales strategy. MBA, University of Richmond.

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