FactSet Intelligent Prospecting and Monitoring
Prospecting and client monitoring can be a strenuous, unstructured task—even for the most experienced advisors. With extensive filtering, real-time alerts, AI-derived connections, and flexible deployment options, FactSet's Intelligent Prospecting & Monitoring solution makes it easy to win more business and strengthen client relationships. This solution continues to evolve with new functionality. Contact us for a demo of the latest enhancements.