“AdvizorPro has saved us tens of thousands of manual labor hours, and if we’re talking about AUM, using AdvizorPro has earned us hundreds millions of dollars in assets.” — Chris Lee, VP of Product Management, Cboe Vest

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Background: Cboe Vest’s Growth Journey

Asset manager Cboe Vest manages more than $8 billion in mutual funds, ETFs, UITs, and retirement-specific assets. With AUM on the rise, new product diversification into crypto funds, and its sales team doubling in size, the company needed a scalable prospecting engine.

The challenge was clear: provide wholesalers with consistent access to accurate data and contacts while reducing time wasted on manual research. By leveraging AdvizorPro with a Salesforce integration, Cboe Vest immediately injected its sales pipeline with targeted leads, reduced data work, and improved productivity across the board.

Moving Beyond Spreadsheets

Before implementing AdvizorPro, the team relied on Excel spreadsheets, unreliable databases, and inefficient research handled by junior employees. This fragmented system slowed down outreach and limited their ability to act on new opportunities.

With AdvizorPro, Cboe Vest can now pinpoint demographic data with precision, even identifying advisors interested in specific niches such as cryptocurrency. This capability helped them launch a new bitcoin strategy by generating targeted lead lists for phone and email campaigns within defined territories.

Salesforce Integration for Faster Outreach

The Salesforce integration was a game changer. Fresh contact information could be pushed directly into Salesforce, eliminating manual uploads and formatting delays. Now, new leads are automatically updated weekly, enabling wholesalers to act much faster and with more confidence.

For teams looking to maximize the value of their CRM workflows, the AdvizorPro Salesforce integration guide offers additional strategies for driving ROI.

Maximizing Conferences and Events

AdvizorPro also enhanced the ROI of Cboe Vest’s conference sponsorships. Instead of relying solely on basic attendee lists from event organizers, the sales team used AdvizorPro to pull additional advisor contact information and sync it into Salesforce ahead of events.

For one major conference, they connected with 350 attendees before arriving, turning cold introductions into warm relationships and ensuring no valuable contact slipped through the cracks.

Results: Higher Productivity, Stronger Relationships

With AdvizorPro, Cboe Vest’s sales team has become more efficient, focused, and satisfied. All sales activity is now tracked in one place with minimal risk of oversight. The automation of weekly lead reports eliminated lag time between prospect identification and outreach.

The impact has been significant:

• Tens of thousands of manual labor hours saved
• Hundreds of millions in asset growth attributed to streamlined prospecting
• More time spent on building meaningful advisor relationships

Chris Lee summarized it best: “AdvizorPro gives our team the tools to succeed, all in one place. It is quick, easy to implement, and has transformed the way we work.”

For another example of how AdvizorPro helps firms scale quickly, see the Potomac Case Study.

Scale Growth with Data Powered Prospecting

Cboe Vest continues to leverage the AdvizorPro Salesforce integration to expand into new markets, improve efficiency, and strengthen advisor relationships. Their success demonstrates how the right data partner can empower asset managers to scale faster and more effectively.

If your team is ready to streamline prospecting, accelerate outreach, and unlock growth, start your free trial today.

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