Leveraging Data
for Actionable Sales Intelligence
Leveraging Data
for Actionable Sales Intelligence
IMEA Podcast: Advisor Teams – Enhancing Distribution Strategies
SFS has been a long-time partner firm of the Investment Education Alliance (IMEA) and we recently had an opportunity to discuss our Advisor Team data set with Executive Director, Kimber Lintz.
Industry Leader in Asset Management Data
$3
Trillion
AUM of financial firms that have chosen to rely on SFS to optimize their data, manage compliance and grow their sales.
30
Million
client transactions cleaned, enhanced and optimized for operational efficiency and sales and asset reporting.
740
Thousand
advisors tracked. Clients look to SFS for current and complete advisor and advisor team data for all active firms and reps.
Your Competitive Advantage
Data management, monitoring, reporting and analytics for streamlined business operations and enhanced sales.
Optimal Data
Daily data cleaning, reconciliation and completion leveraging advisor database of over 740,000 reps. Customized process to suit client needs.
MARS
Sales and asset reporting and analytics platform. Revealing patterns, trends and opportunities that enhance overall sales strategy.
MARS for Salesforce®
Salesforce® CRM enhancement integrating the sales reporting and data analytics output of MARS.
MARS Mobile
Mobile territory management application with MARS sales and asset reporting and geolocation for maximizing every sales call.
Optimal Data
Daily data cleaning, reconciliation and completion leveraging advisor database of over 740,000 reps. Customized process to suit client needs.
Learn More
MARS
Sales and asset reporting and analytics platform. Revealing patterns, trends and opportunities that enhance overall sales strategy.
Learn More
MARS for Salesforce®
Salesforce® CRM enhancement integrating the sales reporting and data analytics output of MARS.
Learn More
MARS Mobile
Mobile territory management with geolocated sales and asset reporting for maximizing every sales call.
Learn More
Optimal Data
Daily data cleaning, reconciliation and completion leveraging advisor database of over 740,000 reps. Customized process to suit client needs.
Learn More
MARS
Sales and asset reporting and analytics platform. Revealing patterns, trends and opportunities that enhance overall sales strategy.
Learn More
MARS for Salesforce®
Salesforce® CRM enhancement integrating the sales reporting and data analytics output of MARS.
Learn More
MARS Mobile
Mobile territory management with geolocated sales and asset reporting for maximizing every sales call.
Learn More
Advisor Track
Industry-specific CRM for optimized sales strategy. Dealer / Branch / Rep structure. Advisor team and product visibility.
Advisor Teams
Prospecting database featuring team data, decision makers and complete contact details on over 740,000 active reps.
22c-2 Plus
Rule 22c-2 compliance management. Customized monitoring, notifications and alerts for SEC and prospectus compliance.
Pathfinder
Customer service support for implementation, training and strategy for all SFS products customized for every client need.
Advisor Tracks
Industry-specific CRM for optimized sales strategy. Dealer / Branch / Rep structure. Advisor team and product visibility.
Learn More
Advisor Teams
Prospecting database featuring team data, decision makers and complete contact details on over 740,000 active reps.
Learn More
22c-2 Plus
Rule 22c-2 compliance management. Customized monitoring, notifications and alerts for SEC and prospectus compliance.
Learn More
Pathfinder
Customer service support for implementation, training and strategy for all SFS products customized for every client need.
Learn More
Advisor Track
Industry-specific CRM for optimized sales strategy. Dealer / Branch / Rep structure. Advisor team and product visibility.
Learn More
Advisor Teams
Prospecting database featuring team data, decision makers and complete contact details on over 740,000 active reps.
Learn More
22c-2 Plus
Rule 22c-2 compliance management. Customized monitoring, notifications and alerts for SEC and prospectus compliance.
Learn More
Pathfinder
Customer service support for implementation, training and strategy for all SFS products customized for every client need.
Learn More
Driving Sales for Asset Management
MARS Mobile
Maximize every sales trip. Better prepare for every sales meeting. Locate nearby opportunities. Optimize sales effectiveness with MARS mobile territory management.
Recently Published
SFS Provides a Data-Driven Platform for Interval Fund Firms to Improve Advisor Engagement, Identify New Business Opportunities, Grow Subscriptions, Manage Liquidity, and Predict Redemptions
Press Release Larkspur, CA, November 2024 – SFS a fintech leader in sales reporting and…
