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Global Fintech Series

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Image Credit: Global Fintech Series

AdvizorPro Launches TrafficIQ to Give Asset Managers Real-Time Visibility into RIA Interest

  • AdvizorPro has launched TrafficIQ, a purpose-built tool that enables asset managers to convert anonymous website visitors into actionable sales leads.
  • TrafficIQ captures firmographic and geographic signals from anonymous web visitors and matches them to AdvizorPro's proprietary financial advisor database.
  • The tool integrates with CRM systems, allowing firms to automate lead assignment, email follow-ups, and call tasks based on real-time behavior.
  • TrafficIQ is designed specifically for asset managers targeting RIAs, helping them track and prioritize high-intent visitors and improve sales and marketing performance.

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