Hitting a moving target

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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