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…
Read More
Managing Interval Funds: How to Gain Insights and Predict Redemptions
I nterval funds, with their unique redemption structure, require fund managers to be particularly vigilant…
Read More
SFS Strengthens Multi-Custodian Integration Capabilities Amid Evolving Market Needs
Press Release Larkspur, CA, October 2024 – SFS a fintech leader in sales reporting and…
Read More
Leverage Your Own Data First
A s a Fintech firm, we are often surprised how many asset management companies do…
Read More
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…
Read More
Harnessing Sales Data for Effective Risk Management in Wealth Management
R isk management is essential in the intricate realm of wealth management, serving as the…
Read More
AI Readiness for Asset Management Firms
Unlocking The Power of Clean Data I n today’s fast-paced, data-driven world, the key to…
Read More
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…
Read More
Regulatory Tailwinds and the Growth of ETFs
E xchange-Traded Fund (ETF) assets have grown dramatically in recent years. From $112 billion in…
Read More
Mutual Fund Marketing: Sales Reporting and Email Strategy
H istorical sales reporting can significantly enhance email marketing campaigns for mutual funds targeting new…
Read More
Mutual Fund Marketing: Sales Reporting for Digital Strategy
Sales reporting serves as a fundamental tool for marketers looking to maximize the impact of…
Read More
Mutual Fund Marketing: Distributors and Data Analytics
F or the sales and marketing teams of US mutual funds, leveraging third-party distributors helps…
Read More
Omnibus Trade Reporting: A Challenge to Compensation Strategy
I n the current landscape of mutual funds, intermediaries are increasingly opting for omnibus trade…
Read More
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…
Read More
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…
Read More
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…
Read More
The Sales Reporting Process – Part 2: Why Data Cleaning?
The process of collecting and interpreting raw sales data from the intermediary is only the…
Read More
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…
Read More
Your Unique Value Proposition
The Unique Value Proposition (UVP) of your mutual fund offering serves as the cornerstone of…
Read More
Analyzing the Competitive Landscape
In marketing of mutual fund investment products, understanding the competitive landscape is essential for developing…
Read More
Direct-to-Investor Mutual Fund Marketing
In the digital age, mutual fund companies are increasingly adopting a direct-to-investor marketing strategy to…
Read More
Making the Most of Selling Agreements
For mutual fund companies, establishing a selling agreement with a financial advisor firm is a…
Read More
