Create Better Outcomes Faster Using Intent Data

The Data Possible Podcast: Episode #15 With Craig Katz and Duncan MacDonald-Korth

In this episode of The Data Possible Podcast, Craig Katz, EVP of Partnerships and Strategy at Discovery Data, and Duncan MacDonald-Korth, CEO of AdvisorTarget, share how their Intent Data offering has grown in the last year, reflect on what they’ve learned, and discuss where Intent Data and their partnership is headed. 

In this episode, you will learn:

What enhancements have been made to the Intent Data offering in the last year

What Intent Signals, Profiles, and Trends are and how they can be used

How Advisor Intent Indices work

How to access a custom Indices dataset

Success stories on how Intent Data has helped provide better outcomes faster for clients

Resources: Discovery Data | AdvisorTarget 

The Data Possible Podcast is produced by our partner, Advisorpedia.