Prospecting and client monitoring
Seize the best opportunities to engage with clients and prospects.
Win more business
Liquidity events are a prime opportunity to engage with affected clients and prospects.
You need rich information to make more timely, informed and compelling pitches and capture business opportunities.
Now you can leverage qualitative data to detect these opportunities, and proactively offer advice about events affecting your clients.
How we can help
Feed your advisors, relationship managers and sales teams relevant insights to build a better picture of prospects and the market events most likely to affect them.
Used together, these insights — from life events like childbirth and marriage, to business events like M&A and IPOs — can inform how and when to best approach clients and prospects.
Detect business opportunities
Leverage qualitative big data to detect business opportunities driven by liquidity events—then create more informed pitches for prospects or existing clients.
Provide your advisors, relationship managers and sales teams with high-quality leads, including key background information like customer profile, preferences and motives.
Precisely target audiences
Use Affinity’s comprehensive business graph with 20m+ companies, 30m+ individuals and metadata for geography, vocation, industry and other criteria.
Use this information to unlock a detailed target audience profile and the best possible coverage of signals and data for clients and prospects.
Leverage Affinity’s vast network information (company affiliation, personal networks, links with existing clients) to win introductions and referrals.
Integrate with your CRM
Plug in Affinity and enrich your CRM system with prospect and client insights. Combine this with 3rd-party and internal data for crystal-clear context.
Our work
See how other Asset & Wealth Managers have enriched their investment practices.
A leading bank uses Affinity to create more effective client and prospect interactions, more often
Find out how one of the world’s leading banks put hyper-relevant and timely prospecting and client insights at its advisors’ fingertips.
How CID and FactSet’s Thematic Intelligence and Investments opened up the world for the first plant-based ETF
Discover how the world’s first plant-based ETF built comprehensive thematic lists that delivered high performance – despite only operating with a…
Affinity helps a leading bank tap into a new business-critical market
Find out how CID used AI and connected data to help one of the world’s leading banks break into the mass affluent market.
Affinity enables the richer analysis of developments & trends in capital markets
See how FCFI and CID automatically captures and assesses trends for more efficient and transparent investment solutions.
Thematic Intelligence Generates Alpha in an Index Tracking Strategy
See how CID and Raise Partner make it easier to optimise thematic portfolios.
CID helps fund discover leading and investable tech innovators
How we help investors separate real thematic trends from speculation and hearsay.
Explore other use cases
Discover all the ways you can use Thematic Intelligence to boost investment and operational performance.
