AI Readiness for Asset Management Firms
Unlocking The Power of Clean Data I n today’s fast-paced, data-driven world, the key to…
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Predictive Analytics: An Unexpected Benefit of a Sophisticated Sales Reporting
F or investment fund sales teams, the implementation of a sophisticated sales reporting system is…
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Regulatory Tailwinds and the Growth of ETFs
E xchange-Traded Fund (ETF) assets have grown dramatically in recent years. From $112 billion in…
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Mutual Fund Marketing: Sales Reporting and Email Strategy
H istorical sales reporting can significantly enhance email marketing campaigns for mutual funds targeting new…
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Mutual Fund Marketing: Sales Reporting for Digital Strategy
Sales reporting serves as a fundamental tool for marketers looking to maximize the impact of…
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Mutual Fund Marketing: Distributors and Data Analytics
F or the sales and marketing teams of US mutual funds, leveraging third-party distributors helps…
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Omnibus Trade Reporting: A Challenge to Compensation Strategy
I n the current landscape of mutual funds, intermediaries are increasingly opting for omnibus trade…
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The Service that Backs the Systems in Successful Sales Reporting
Constructive Engagement I n the competitive arena of mutual fund management, insightful sales reporting is…
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The Sales Reporting Process – Part 4: Sales Performance Insight Where You Need It
I n the competitive landscape of investment fund sales and marketing, insights from robust sales…
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The Sales Reporting Process, Part 3: The Sales Performance Dashboard
T he benefits of sales reporting depend entirely on complete and clean sales data. The…
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The Sales Reporting Process – Part 2: Why Data Cleaning?
The process of collecting and interpreting raw sales data from the intermediary is only the…
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The Sales Reporting Process – Part 1: Where Does the Data Come From?
The process of acquiring and preparing sales data from intermediaries for data cleaning and sales…
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Your Unique Value Proposition
The Unique Value Proposition (UVP) of your mutual fund offering serves as the cornerstone of…
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Analyzing the Competitive Landscape
In marketing of mutual fund investment products, understanding the competitive landscape is essential for developing…
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Direct-to-Investor Mutual Fund Marketing
In the digital age, mutual fund companies are increasingly adopting a direct-to-investor marketing strategy to…
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Making the Most of Selling Agreements
For mutual fund companies, establishing a selling agreement with a financial advisor firm is a…
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Profiling Potential Investors
Understanding the profile and preferences of potential investors is vital for a mutual fund company's…
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Sales Sync: Aligning CRM with Market Dynamics for Superior Sales Growth
The structure and functionality of a customer relationship management (CRM) system is critical to the…
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Understanding Advisor Teams
Mutual funds and ETFs market their products to financial advisors by a number of means:…
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The Partnership Approach to 22c-2 Compliance
Incorporating personal customer service into 22c-2 compliance reporting and the identification of money laundering offers…
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The Partnership Approach to Sales Reporting
Sales Reporting Success The relationship of a sales reporting technology provider with clients should be…
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Universal Data Analytics: No More Silos
Opportunity Abounds Effective asset managers have learned that where data is plentiful opportunity abounds. The…
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