NICSA SLF 2019 Insights
This year’s NICSA SLF was a great opportunity to meet with clients, and prospective clients in a setting that promoted some great discussion around relevant and timely topics in the asset management industry. Traditionally NICSA has been known as a TA and operations industry group. Under the leadership of Jim Fitzpatrick, NICSA has been undergoing […]
Q1 2019 Client Roundtable
The focus of last week’s MARS Client Roundtable centered around 3rd party data related to market share and/or firm data packs. One of the interesting aspects of working with such a wide range of asset managers in terms of size and AUM is understanding how differently each client integrates and leverages 3rd party data along […]
How Asset Managers Can Organize to Better Use Sales Data
Is your business organized effectively to use all the data you have? Is your business effectively using all of the data you have?” Research from PwC [1] found that 60 percent of asset and wealth managers “fear that part of their business is at risk to FinTech companies.” As a result, more asset managers are […]
5 Ways Asset Managers May Use Data to Build Relationships with Key Account Teams
As an asset manager, you may likely derive 80% to 90% of your sales from just a few key national accounts, and managing these accounts is therefore critically important. Asset managers rely heavily on the distribution efforts of their key accounts, so in order to grow assets under management (AUM), your national accounts team must […]
5 Ways Asset Managers May Use Data to Build Relationships
Asset managers may derive as much as 80% to 90% of their sales from just a few key national accounts. Read more.
Advanced Sales & Marketing Visual Analytics Solution for Asset Managers
SalesFocus Solutions, developer of the MARS product suite for the asset management industry, announced today that its new MARS v9 platform is available for general release. “We are excited about the value that this new major release of MARS will provide to our asset management clients to assist them with increasing sales and retaining assets […]
MF Wire
Asset managers use data to make critical decisions everyday, and the success of your business depends on the accuracy and timeliness of your data.Bad data, however, may lead to bad growth prospects. Read more
7 Reasons Why Bad Data Means Bad Growth Prospects for Asset Managers
Asset managers use data to make critical decisions everyday, and the success of your business depends on the accuracy and timeliness of your data. Bad data, however, may lead to bad growth prospects. Data comes from multiple sources— transfer agents, supermarket platforms, ETF platforms, sub-accounting firms, managed accounts, and more. This process increases the risk […]
Money Management Executive
Asset managers face competition every day, and strengthening your firm’s relationships with advisors takes consistent effort. Because you operate with limited resources, you need to leverage your sales and marketing efforts using a business-intelligence platform. A comprehensive sales-report system can help prioritize marketing efforts, and communicate information quickly and clearly to advisors. Read more.
5 Ways Asset Managers May Increase Advisor Engagement Using Sales Reports
Asset managers face competition every day and strengthening your firm’s relationships with advisors takes consistent effort. Because you operate with limited resources, you need to leverage your sales and marketing efforts using a business intelligence platform. A comprehensive sales report system can help you prioritize your marketing efforts, and communicate information quickly and clearly to […]