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After winning Merrill Lynch, FactSet CEO Phil Snow is challenging Big Data for downmarket RIAs, but convincing them to buy a box is an up-sell nightmare

FactSet scored its largest deal ever this August, landing the 15,000-strong Merrill Lynch wealth management arm; Next, CEO Phil Snow is targeting RIAs, but they'll be a much harder audience to undercut than the terminal-using crowd at institutions

Author Oisin Breen September 12, 2018 at 8:08 PM
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Phil Snow: “Distributed architecture allows us to deploy a lot more desks at a lower price point.

Eric Clarke

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Bill Winterberg



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Top Executive: Bill Winterberg



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