Increase Sales
Give branches the demographic inisghts they need to increase sales within their client base.
Boost Performance
Make data-backed recommendations on the products agents should be proposing to their clients.
Maximize Operating Margins
Distribute key operational KPIs to show how each branch can lower costs and maximize profitability.
Unleash the Value of Financial Services Data
- Distribute key customer demographic, purchase behavior, and loyalty insights back to district managers and store operators
- Correlate local indicators with purchasing trends to proactively recommend portfolio products to individual agents and branches
- Distribute the data branches need to maximize their operational efficiencies
Voice of the Customer
Hear How Dakota Network Enables Due Diligence Analysts and Asset Managers to Make Smarter Investment Decisions with Data-Driven Insights.