In the dynamic world of ETFs and asset management, Daniel Santiago, Vice President of ETF Research and Distribution at Tidal ETF, shares how AdvizorPro became a game changer for his team’s prospecting efforts. Daniel explains how the platform’s data intelligence helps him reach the right advisors faster, optimize outreach, and build stronger relationships.

Inside Tidal ETF’s Business Model

Tidal ETF is a white label ETF issuer and multi manager technology platform that helps boutique managers grow their presence in the ETF market. As Vice President of ETF Research and Distribution, Daniel’s role involves facilitating trades, educating advisors, and positioning Tidal’s products strategically in the marketplace.

Prospecting Challenges Before AdvizorPro

Before adopting AdvizorPro, Daniel struggled with inaccurate and outdated advisor data. Reaching the right prospects was time consuming, and the old approach of cold calling large lists of representatives was no longer effective.

The industry’s shift after COVID made efficiency even more important. Distribution teams needed reliable data, and Tidal lacked a source that could keep up with constant changes.

How AdvizorPro Transformed Tidal’s Outreach

The partnership between Tidal ETF and AdvizorPro marked a turning point. Daniel highlights how regularly updated lists help him keep his CRM clean and effective. AdvizorPro replaced blind outreach with targeted, informed prospecting that starts with a clear picture of each advisor’s background.

“AdvizorPro is one of the only data providers that makes it easy to keep your data up to date,” Daniel shared.

Learn more about how our Platform Works to simplify data updates and automate prospecting for sales teams.

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Targeting with Precision

Daniel emphasizes that the biggest benefit of AdvizorPro is precision. The platform’s filters allow him to focus on boutique RIAs and use the ETF percentage filter to find advisors who align with Tidal’s investment strategy.

This focus on smaller, specialized RIAs has allowed Tidal to build stronger, more meaningful relationships with the right partners.

To see how other firms are applying precision targeting, visit the TrafficIQ Playbook.

Leveraging AdvizorPro for a Longer Sales Cycle

Daniel understands that success in ETF distribution requires patience and strategy. The sales cycle for an established product can last up to 18 months. Beyond automated emails, his process includes conferences, personalized communication, and consistent follow-ups.

AdvizorPro plays a key role in supporting this cycle by feeding high quality data directly into Tidal’s CRM, enabling targeted and efficient campaigns.

AdvizorPro Filters and Features in Action

Daniel uses AdvizorPro’s advanced search tools every day to maximize efficiency. Some of his favorite workflows include:

• Filtering by title: Creating lists for events like the New York Stock Exchange by targeting executives and decision makers
• 13F filings: Tracking competitor activity and identifying potential clients making portfolio changes
• Keyword searches: Finding advisors with niche interests such as ESG or demographic themes

These features help Daniel and his team focus only on qualified prospects who align with Tidal’s strategy.

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Analyzing Profiles and Building Smarter Lists

Daniel treats AdvizorPro as a “living, breathing database.” By using integrated CRM profiles, ADV summaries, and AUM breakdowns, he can quickly research prospects and make informed outreach decisions.

His workflow revolves around reviewing profiles before each call, ensuring every interaction is purposeful. This approach saves time and increases conversion rates across campaigns.

Explore more about ETF Market Trends to see how data is reshaping advisor engagement.

Why AdvizorPro Stands Out

“AdvizorPro offers the most value and bang for your buck,” Daniel said. He praised the platform’s responsive support, intuitive tech features, and seamless CRM integration. The ability to access real time advisor intelligence gives his team an advantage in a fast changing market.

Conclusion: Drive ETF Growth with AdvizorPro

Daniel Santiago’s journey with AdvizorPro shows how accurate data and automation can transform ETF distribution. From improving CRM data quality to identifying ideal partners faster, AdvizorPro has helped Tidal ETF modernize its prospecting and grow efficiently.

Build smarter, data-driven sales pipelines and experience the difference with AdvizorPro. Start your free trial

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