Territory Intelligence
Territory Intelligence is your wholesaler's eyes on the territory. It does two jobs in parallel: it ranks the advisor universe for a fund and channel so you know who is worth calling, and it watches the same universe continuously for the changes that matter so a quiet opportunity does not expire unseen.
You read the output. You make the call. Territory Intelligence never sends an email or picks up a phone; it produces a ranked list, a weekend recap, and individual signal cards, then hands the action to you or to another agent that handles outreach.
What It Does
Territory Intelligence pulls together everything Alpheous knows about an advisor (current holdings, allocation size, practice profile, recent communication history, channel affiliation, prior relationship status) and scores it against the fund you are taking to market. The output is a ranked list of advisors with a top reason-to-call beside each name.
In parallel, a monitoring loop scans the same universe on daily, weekly, monthly, and quarterly cadences. It looks for engagement changes (warm relationships gone cold, open threads with no reply, missed follow-ups), book changes (AUM moves, firm moves, position shifts), platform changes (your product approved on a channel, a competitor removed), and re-engagement windows (meeting anniversaries, relevant LinkedIn posts, firm-in-news). When a rule fires and survives the materiality check, a card lands in your channel with the action stated up front and the evidence below it.
Every claim ties back to a source you can cite: a Form ADV filing date, a 13F quarter, an email reply on a specific date, a recent meeting note. If the evidence is thin, Territory Intelligence drops the claim rather than fabricating.
Key Capabilities
| Capability | What it gives you |
|---|---|
| Ranked prospect list | An ordered list of advisors for a given fund and channel, each with a fit score, tier, and the top reason to call |
| Tier-1 cut | The shorter list of advisors that clear the allocation, AUM, and relationship filters; the ones worth Monday morning |
| Weekend recap | A Monday morning post that summarises what was scanned, what was found, and which drafts are queued for review |
| Continuous monitoring | Daily, weekly, monthly, and quarterly scans across your universe for the signals that change a call list |
| One card per advisor | Multiple rules firing for the same advisor collapse into a single card, with the strongest signal leading |
| Materiality filter | A classifier separates routine background noise from signals worth your time; routine items batch into a digest, notable and material items post immediately |
| Snooze and freeze | Dismiss a card to snooze an advisor or a rule for a defined window; a global freeze pauses all monitoring posts when you need quiet |
What Requires Your Attention
Territory Intelligence is an analyst, not a sender. It produces ranked lists, weekend recaps, and signal cards; it never writes an email to an advisor and it never posts something a prospect can see.
What lands in your channel:
- A ranked prospect list when you request one or after the weekend run.
- Individual signal cards from the monitoring loop, each with the action stated first and the evidence attached.
- A Monday morning weekend recap with the funnel numbers and a pointer to the drafts already queued for your review.
What you decide:
- Whether to act on a card now, snooze it, or dismiss it. A snooze is a hard stop until expiry; dismissing the card resolves it without further surfacing.
- Whether to ask the outreach agent for a draft based on a signal. Territory Intelligence hands the request off; the outreach drafts that come back are the ones you approve or edit before anything sends.
- Whether a rule is producing too much noise or too little signal. Calibration runs the first two weeks any new rule is on, and quarterly thereafter; your snooze and dismiss patterns feed those calibration calls.
What goes out automatically: nothing. Territory Intelligence does not send, post to a prospect, or write anything that leaves your firm.
Who It's For
- Wholesalers: know who to call Monday morning, and know which existing relationships need a touch this week.
- National sales managers: see the territory-wide picture (tier-1 counts, addressable AUM, coverage gaps) without auditing each rep's pipeline by hand.
- Heads of distribution: monitor the universe at the firm level and review which signal rules are earning their keep.
- Marketing and product: see channel-level fit when a fund is being launched or repositioned, and which advisor segments respond.
Related
- Commands: how to ask for a ranked list or a drilldown from Slack.
- Notifications: what each card and recap contains, and what you do with it.
- Schedule: when the weekend run, recap, and monitoring scans fire on their own.
- Examples: walk-throughs of the weekend run, a second-signal post, and a routine monitoring card.
- Troubleshooting: common questions and what to check when something looks off.