Create actionable lists directly on unified data from Data 360 data model objects (DMOs) to find and act on new opportunities.
- Build Targeted Client Lists with Data Model Objects (Generally Available)
Build actionable lists to group similar client profiles and act on new opportunities. Filter directly on unified data from Data 360 data model objects (DMOs), combining CRM fields with external data such as cash balances, marketing engagement scores, and purchase history in one list. External field values are used only for filtering and are never written to CRM records. Your CRM stays clean while advisors identify high-value opportunities faster.