3 Ways to Find a Rival 401(k) Company’s Corporate Clients

How can a business grow or maintain its market share? In the banking and financial services industry, that often means prospecting for a rival’s clients.

SimilarWeb’s latest report, Online Competitive Intelligence for 401(k) Providers, reveals different ways that marketing managers and sales professionals can compile lists of their competitors’ clients from data about their websites.
401(k) retirement plan clients
Using SimilarWeb’s cloud-based market intelligence platform, this is actually quite easy. The tool enables marketing and sales professionals at retirement planning and investment firms to get these data-driven insights about their competition.

Website referral data from 401(k) plans can reveal visits from a client company’s employees who visit their retirement accounts.

Keyword searches and highly visited sections of a 401(k) provider’s website can also uncover the plan’s corporate clients.

401k retirement plan keywords

Download SimilarWeb’s complete report to learn how to implement these three data-driven strategies to help your sales team prospect for your competitors’ clients.

Get these and other online marketing insights used by leading U.S. retirement plan providers today.

                                  Click here to download the report


About the Author -

Joel Zand is a content manager and researcher at SimilarWeb. With extensive content marketing and social media experience, he is a former practicing lawyer who worked at the legal startups Justia and FindLaw. Joel is passionate about Apple technology and dogs.

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