As chief investment officers play a vital role in making investment decisions and managing portfolios, having access to their contact information can be very valuable for investment product sales and marketing. This article provides tips on how to obtain chief investment officer email lists and best practices for contacting them.
Use public databases and LinkedIn to find CIO contact info
There are several public databases such as Zoominfo that contain professional contact information. Search for “chief investment officer” on these sites to build a list. You can also search on LinkedIn using keywords and filters. Look for accuracy indicators when compiling your chief investment officer email list.
Attend industry events and conferences to network
Industry events like Institutional Investor conferences often have hundreds of institutional investors and chief investment officers in attendance. Attend these events,network sincerely,collect business cards and take advantage of lead retrieval services.
Leverage existing relationships and get introductions
If someone in your professional network knows a chief investment officer personally,ask for an introduction. A warm introduction goes a long way compared to a cold call or email.
Personalize outreach and add value
When making initial contact with chief investment officers focus on adding value by sharing unique insights instead of overt self-promotion. Also take the time to personalize each email using what you know about them from their profile or previous conversations.
Obtaining accurate contact data and making genuine connections with chief investment officers takes effort but can yield great rewards in building relationships and generating potential business opportunities.