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 data analytics for the asset management industry, enhances data analytics and reporting for Interval Funds through its MARS Platform. Interval funds offer a controlled structure for liquidity, but with this comes the pressure to better understand investor behavior well in […]
SFS Strengthens Multi-Custodian Integration Capabilities Amid Evolving Market Needs
Press Release Larkspur, CA, October 2024 – SFS a fintech leader in sales reporting and data analytics for the asset management industry, streamlines and unifies data management, reporting, and analytics across multiple custodial relationships. In an increasingly fragmented financial market, asset managers are often faced with the challenge of consolidating sales and asset data from […]
Optimal Data from SFS MARS Helps Asset Managers Achieve Data Accuracy and Reliability
Press Release Larkspur, CA, October 2024 – SFS a fintech leader in sales reporting and data analytics for the asset management industry, provides a competitive edge for asset management firms with its Optimal Data service. SFS’ Optimal Data service eliminates inaccuracies, gaps, and inconsistencies that can arise when integrating data from multiple custodial platforms and […]
Supercharge Your Sales and Marketing with Advisor Teams
Is the lack of Advisor Team information causing some roadblocks for you? Click on the video to see how we can help!
Rep Team Data with ISS Market Intelligence
The Conventional Sales & Marketing Approach for team data has some major drawbacks: Narrow view due to the Advisor-only focus No data for Advisor moves No visibility into Advisor associates No insights into team sales, assets, or performance Slow to track linked teams However, the Sales & Marketing approach provided by ISS Market Intelligence and […]
Man Group selects SalesFocus Solutions and MARS to support its Omnibus Sales Reporting needs
Man Group selects SalesFocus Solutions and MARS to support its Omnibus Sales Reporting needs
MARS for Salesforce® Video Premier!
Produced in partnership with Salesforce® this short video highlights how MARS for Salesforce® can improve sales segmentation, buying team insights, and provide more accurate and timely data to Sales and Marketing teams to increase sales and marketing effectiveness.
Podcast: Leverage Your Own Data First
Click the link to listen to the podcast episode in a conversation between Dave Halligan, Director with SalesFocus, and Austin Lewis, IMEA Digital Council Steering Committee member and Director with Janus Henderson Investors, who will discuss how to leverage your own data first: https://imeaconnect.com/leveraging-your-own-data-first/
MARS for Salesforce® is now available on the Salesforce AppExchange™
SalesFocus Solutions is pleased to announce that we have become an authorized Salesforce Partner and our MARS “Asset Distribution Insights for Salesforce®” app which provides a bi-directional, real-time data integration between MARS and Salesforce® is now available on the AppExchange™. As part of the Salesforce Partner process, the entire MARS application and our MARS Asset […]
Congratulations on SalesFocus Solutions’ 20th Anniversary!
In 1997 the MARS group was formed as a division within Phoenix American and within short two years, in 1999, the first commercial MARS version (v2.0) was launched and we signed our first clients. On March 23, 2001 SalesFocus Solutions was incorporated as a California corporation with the MARS System as its flagship product. Now […]