The median asset manager subscribes to 6+ data packs and still can’t act on what they buy.
The median asset manager. Rarely operationalized.
Most of it goes to their own sales and AUM numbers, leaving little to no capacity for the data packs they’ve invested in.
No precision on advisor quality, territory plans run on guesswork, and competitive moves surface months late.
Source: Ignites, Data Packs: Bigger Bites for Smaller Managers? 05_28_25. Data team capacity: Field Distribution Intelligence whitepaper, 2026, citing dbt Labs & O’Reilly, “Structured for Intelligence,” 2026.
Briefs arrive on a schedule for each role, so salespeople spend their time with advisors, not in spreadsheets and dashboards.
You have 4 meetings this week, each matched to the signal to lead with, 5 priority calls and 3 Segment A relationships going cold. Your largest opportunity is The Doe Wealth Group on Muni Ladder SMA.
94% to goal · $2.07M/day run rate, up from $1.69M in August
All 4 have an open signal. 2 open slots nearby.
$440M expected opportunity · 12 new overnight
*4.5x lift and 89% conversion (up from 59%) are results of the Field team's segmentation and predictive models at prior asset managers.
A dollar size, a confidence score and a plain English explanation, so salespeople know why to call and what to say.
Model scores this team at 70 on Private Credit Fund: holdings fit, category rotation over the last two quarters and platform availability all clear.
Net redemptions of $4.6M. Address them before the product case.
Attended the Muni Ladder SMA webinar. Follow up inside 48 hours.
Your position outperforms the competing hold by 3.5% net of fees over 3 years across $11.2M of competing AUM.
Sample signals for one FA/Team. The signals available depend on your subscription level.
Leadership sees attainment and the behaviors behind it for every salesperson and region, then sees what worked, so the team repeats what converts.
| Wholesaler | % to goal | Market share | Focus product mix | Signal conversion |
|---|---|---|---|---|
| Skyler GrantW | 126% | 1.4% | 47% | 20% |
| Quinn ParkerMW | 120% | 1.3% | 48% | 18% |
| Rowan BlakeW | 115% | 1.2% | 51% | 21% |
| Morgan VanceNE | 111% | 1.4% | 53% | 14% |
| Casey ReedNE | 102% | 0.9% | 56% | 11% |
| Avery ColeSE | 93% | 0.8% | 47% | 11% |
| Drew FosterMW | 78% | 0.6% | 46% | 8% |
Shading ranks each column, so strengths and coaching gaps stand out.
Illustrative figures from proof of concept sample data. Lift compares each FA/Team's daily sales run rate in the 30 days before and after a touch.
Every touch is measured, and the next brief gets sharper.
Data packs monthly. Sales, CRM and calendars daily or weekly.
Every FA/Team scored, sized and ranked.
On a set schedule, written for each role.
Meetings and calls happen and log to the CRM you already use.
30 days before and after each touch. Models recalibrate.
A closed loop. Leadership sees what converted, by person, touch and signal.
Ask Field is our AI agent. Ask in plain English and get ranked, explained actions that link straight into the briefs and dashboards.
Briefs and signals come with every level. Each level adds data, so they get richer as you go.
Performance advantage, fee advantage and share gaps
Upsell, cross-sell, retention risk, fallen angels and meeting opportunities
Focus product propensity, confidence scores and one next best action per FA/Team
Every level returns your unified data to your own BI tools and AI projects.
Field delivers a production-ready distribution intelligence platform built to your coverage model and use cases from your existing data pack subscriptions.
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