Advancing from Scoring Leads to Tracking Customer Opportunity

Customer Opportunity Scoring is a crucial tool for asset managers. 

In this report, discover why traditional lead scoring falls short in today’s environment and how Customer Opportunity Scoring is taking the common task of identifying the best prospects for a firm to the next level. 

Purchase this report to learn: 

  • How asset managers are approaching lead scoring today 
  • Why AI-powered predictive lead scoring is more precise and delivers more value 
  • Three key areas sales and marketing need to work together on to ensure success 

This purchased report includes an in-person presentation. 


This report is available to all firms that are subscribers of our WalletShare service. If you are interested in purchasing this report, or joining WalletShare, please contact us.

Download the sample report