Build coverage around the market you serve
Territory design
Compare the shape of a market by province, city, firm, branch context, role and registration category. Build practical coverage units before assigning wholesaler capacity.
Firm and branch planning
See professionals in the context of their current firms and relevant business locations where available, helping teams distinguish national relationships from local coverage opportunities.
Segment preparation
Create controlled lists for approved campaigns, events or relationship planning using registration context and business-contact fields where available and permitted.
Coverage review
Benchmark an existing territory file against normalized firms, locations and professional records to find duplicates, inconsistent categories and potential gaps.
Worked example: redesigning regional coverage
A fund company wants to review coverage in two provinces. Its operations team filters relevant registration categories, groups professionals by normalized firm and business location, then compares that view with current CRM ownership. Sales leadership uses the resulting segment to discuss territory boundaries and workload; individual registration is checked through the appropriate regulator when required.
Distribution FAQs
Can I segment by province and firm?
Yes. Province, jurisdiction, firm and business location can be used together, subject to field availability.
Does this replace regulator verification?
No. Consult the appropriate regulator for authoritative current verification before relying on registration status.
Are business contacts included?
Business email, phone and address may be included where available and permitted.
Can outputs be shared with wholesalers?
Access, users, export volume and permitted internal use are governed by the applicable agreement.