ETFOptimize | High-performance ETF-based Investment Strategies

Quantitative strategies, Wall Street-caliber research, and insightful market analysis since 1998.


ETFOptimize | HOME
Close Window

VettaFi to Supercharge Exchange 2026 Sponsor ROI with New Investor Behavioral Intelligence Platform

By: Newsfile

New offering moves beyond static attendee lists, providing sponsors with dynamic lead intelligence, behavioral data, and website traffic de-anonymization

New York, New York--(Newsfile Corp. - November 25, 2025) - Exchange, the premier financial services conference focused on ETF and wealth professionals, today announced a revolutionary upgrade to its sponsor package for the Exchange 2026 conference (March 15-18, Las Vegas). New for 2026, sponsors will receive a dedicated seat on VettaFi's proprietary Investor Behavioral Intelligence platform, gaining access to over a decade of tracked investor behavior across VettaFi's digital ecosystem.

With this enhancement, Exchange sponsors will move far beyond the traditional static attendee list, and transform the event from a single point in time to a fully integrated data-driven engagement cycle. In addition to on-demand access to the registration list (updated in real time), this dynamic tool provides:

  • Powerful lead intelligence: Attendee information will be enriched with VettaFi's behavioral data, drawn from millions of data points and interactions gathered by VettaFi over the past decade
  • Smarter prioritization: Sponsors can instantly identify and qualify their most engaged, high-value prospects, ensuring their team knows not only exactly who to meet with but also what topics they'll be most likely to engage on, client considerations they'll be bringing to the table, and investment ideas that will already be top of mind.

"For too long, conference sponsorship has been about proximity, not precision," said Craig Katz, Head of Behavioral Analytics at VettaFi. "By integrating our Investor Behavioral Intelligence platform, we are giving our sponsors an unprecedented advantage, showing which advisors are actively researching sponsor products across VettaFi, engaging with digital campaigns, visiting their website and more, powering superior prioritization of their most engaged leads."

"The result will be more effective, data-driven conversations onsite and a more streamlined post-event path to convert stronger leads," he added. "The more granular the data, the more ways to maximize conference ROI. We're very excited to be sharing this enhancement and have been thrilled with the excitement level among our sponsors and partners as they learn about the information that will now be at their fingertips."

The new offering includes a full suite of VettaFi's behavioral analytics products to help sponsors action data effectively before, during, and after the conference. Key features include:

  • Lead intelligence reports: On-demand reports that combine an advisor's digital and in-person engagement with behavioral intent signals, allowing for prioritized sales outreach.
  • Advisor traffic tracker: A powerful tool that de-anonymizes advisor traffic on a sponsor's own website, building a comprehensive audience view and tying website behavior directly to Exchange sponsorship and VettaFi digital marketing campaigns.
  • Enhanced audience analytics: Multi-page pre- and post-conference reports outlining key demographic segments that a sponsor's conference presence successfully reached.

This new data-driven approach is part of Exchange's ongoing commitment to delivering a high-quality, highly-engaged audience of financial advisors and asset managers.

"Both of these key members of our community, advisors and asset managers, benefit when data like this is available," continued Katz. "An advisor's time is their greatest resource and this approach will make sure that any advisor who connects with one of our sponsors will find the conversation timely, relevant and actionable."

Sponsorship opportunities for Exchange 2026 are now open. For more information, visit ExchangeETF.com.

-

 Contact:exchange@tmx.com
  
 Media Contact:

Chris Sullivan
Craft & Capital
chris@craftandcapital.com

VettaFi is a differentiated index provider, helping asset managers across the globe build and grow their product suites. With an industry-leading index platform, it partners with issuers to develop innovative investment solutions and bring them to market. Beyond that, its modern distribution solutions help clients scale products and achieve success. For more information, please visit www.VettaFi.com.

VettaFi hosts Exchange, an annual conference for financial services professionals taking place March 15-18, 2026, in Las Vegas. For more information, please visit www.ExchangeETF.com.

VettaFi LLC is a wholly-owned subsidiary of TMX Group Limited (TMX Group). For more information about TMX Group, please visit www.tmx.com.

SOURCE: VettaFi

To view the source version of this press release, please visit https://www.newsfilecorp.com/release/275535

Recent Quotes

View More
Symbol Price Change (%)
AMZN  226.76
+0.00 (0.00%)
AAPL  272.19
+0.00 (0.00%)
AMD  201.06
+0.00 (0.00%)
BAC  54.26
+0.00 (0.00%)
GOOG  303.75
+0.00 (0.00%)
META  664.45
+0.00 (0.00%)
MSFT  483.98
+0.00 (0.00%)
NVDA  174.14
+0.00 (0.00%)
ORCL  180.03
+0.00 (0.00%)
TSLA  483.37
+0.00 (0.00%)
Stock Quote API & Stock News API supplied by www.cloudquote.io
Quotes delayed at least 20 minutes.
By accessing this page, you agree to the Privacy Policy and Terms Of Service.


 

IntelligentValue Home
Close Window

DISCLAIMER

All content herein is issued solely for informational purposes and is not to be construed as an offer to sell or the solicitation of an offer to buy, nor should it be interpreted as a recommendation to buy, hold or sell (short or otherwise) any security.  All opinions, analyses, and information included herein are based on sources believed to be reliable, but no representation or warranty of any kind, expressed or implied, is made including but not limited to any representation or warranty concerning accuracy, completeness, correctness, timeliness or appropriateness. We undertake no obligation to update such opinions, analysis or information. You should independently verify all information contained on this website. Some information is based on analysis of past performance or hypothetical performance results, which have inherent limitations. We make no representation that any particular equity or strategy will or is likely to achieve profits or losses similar to those shown. Shareholders, employees, writers, contractors, and affiliates associated with ETFOptimize.com may have ownership positions in the securities that are mentioned. If you are not sure if ETFs, algorithmic investing, or a particular investment is right for you, you are urged to consult with a Registered Investment Advisor (RIA). Neither this website nor anyone associated with producing its content are Registered Investment Advisors, and no attempt is made herein to substitute for personalized, professional investment advice. Neither ETFOptimize.com, Global Alpha Investments, Inc., nor its employees, service providers, associates, or affiliates are responsible for any investment losses you may incur as a result of using the information provided herein. Remember that past investment returns may not be indicative of future returns.

Copyright © 1998-2017 ETFOptimize.com, a publication of Optimized Investments, Inc. All rights reserved.