- At most asset managers, three or more business leaders are involved in decisions about which distribution data initiatives to pursue and which third-party data to purchase, according to a survey by FUSE and The SME Forum.
- A leader from sales and/or distribution is always involved in determining which data packs to acquire and how to use advisor data in the sales process.
- The executives who most often participate in data decisions are the Head of Distribution Intelligence (at 82% of firms), the Head of Sales/National Sales Manager (81%), and/or the Head of Distribution (67%).
