Starting from:

$450

Ameriprise - 2024

'Jumbo Report' - ABM Account Profile

20-page PDF download

Why purchase this Account Profile?

In ABM and complex B2B sales, it's imperative that your prospecting and marketing approach is relevant to your prospect's technology and business priorities. The PipelineIQ 'Jumbo Report' on Ameriprise gives you 20 pages of actionable insights to power and accelerate your ABM strategic account planning.  (scroll down to see screenshots and table of contents)

Research Summary:

  • Ameriprise is undergoing significant digital transformation, focusing on expanding AI, automation, and data analytics to enhance advisor productivity and client experiences.
  • The firm is investing $200M annually in technology to support its 10,400 advisors
  • Notable advancements in cloud infrastructure and cybersecurity, have helped to soldify its competitive edge in the financial services sector.
  • And much, much more...

Here is what your downloaded PDF will look like:

Table of Contents

Each PipelineIQ 'Jumbo Report' has three main sections: 

'Our View' & 'Buzzwords'

  • Executive summary of key findings and 'must-know' account insights
  • Align with top company themes or phrases to resonate more impactfully

Technology Landscape 

  • Digital Transformation - Modernizing processes, customer and employee experience, digital
  • Cloud & Infrastructure - On-prem, multi & hybrid-cloud, application migration, data center
  • Cybersecurity & Risk - Threat mitigation, data protection, regulatory compliance, frameworks
  • Data & Analytics Priorities - Data-driven decision-making, predictive modeling, data science
  • Artificial Intelligence - Automation, machine learning, chatbots, GenAI


    Business Priorities

    • Company & Segments - how are they structured, competitors, industry issues
    • Strategic Priorities - the major business priorities of the company - beyond technology
    • C-Suite Connections - know the top executives and possible connections to their past
    • Financials - identify revenue trends and key financial performance metrics to align with
    • SWOT Analysis - be more credible in your outreach by knowing in advance their key Strengths, Weakness, Opportunities and Threats 

    About Us

    Since 2006, PipelineIQ proprietary research and 1:1 customer insights have helped thousands of B2B technology sales, ABM leaders and field marketers engage more strategically with Global 2000 accounts.  We look forward to becoming a trusted partner in your enterprise account sales planning efforts.