Vendor Responsiveness is Critical for Your Business Growth
Is your vendor’s lack of responsiveness slowing down your business? For asset management firms, vendor…
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One-Size-Fits-All Sales Reporting: Is It Hurting Your Firm?
Many firms struggle with sales reporting vendors that use a one-size-fits-all approach, limiting flexibility and…
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AccuPoint & SFS Launch TeamIQ: The Most Comprehensive Advisor Team Data Solution
AccuPoint Solutions www.accupointsolutions.com, a leading provider of financial advisor and insurance agent data, has partnered…
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Is Your Sales Reporting System Keeping Up with Your Business Growth?
The Cost of an Outdated Sales Reporting System One of the challenges asset management…
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How Asset Management Firms Can Leverage Intergenerational Wealth Transfer and Technology for Growth
T he much-anticipated intergenerational wealth transfer—with trillions of dollars moving from Baby Boomers to Millennials…
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Are You Getting Everything You Need From Your In-house or Service Provider’s Distribution Data and Sales Reporting System?
A common issue we hear from top AUM firms is that their in-house or vendor…
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Do you have a Vendor or a Partner?
A s I approach my 30th year working in the software business servicing asset management…
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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…
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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…
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SFS Strengthens Multi-Custodian Integration Capabilities Amid Evolving Market Needs
Press Release Larkspur, CA, October 2024 – SFS a fintech leader in sales reporting and…
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Leverage Your Own Data First
A s a Fintech firm, we are often surprised how many asset management companies do…
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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…
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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…
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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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Agile Data Analytics for the Chief Technology Officer
Reporting for Multiple Parties In many organizations, the IT department is tasked with generating data…
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Sales Reporting Support for the CIO
The role of a Chief Investment Officer (CIO) is multifaceted and critical to a fund's…
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Recognizing Risk Through Data Analytics
Chief Risk Officers (CROs) for investment funds have a range of concerns in effectively managing…
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Sales Reporting for Targeted Marketing
The Trouble with Broad Marketing In the modern marketing landscape, potential customers are bombarded with…
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Data Analytics: Strategic Advantage for the Chief Sales Officer
To carve out a substantial market share in the competitive landscape of asset management, sales…
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IMEA Podcast: Advisor Teams – Enhancing Distribution Strategies
How to Identify, Understand and Leverage Advisor Team Data SFS has been a long-time partner…
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Mandatory DSA/DSP Transmission: Intermediary Compliance as a Data Analytics Opportunity
A seismic shift is occurring in the relationship between fund companies and intermediaries. Compliance requirements…
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Data Cleaning – The Key to Sales Success
The best and most effective sales strategy is data-driven and results-oriented. The most valuable data…
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Seven Things Your Data Should Tell You – Part 7: What is Your Long-Term Strategy
All the things your data is telling you about buyers and sellers, sales channels, campaign…
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Seven Things Your Data Should Tell You – Part 6: Product Performance
Up to this point, we have focused on the people in your sales strategy. But…
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Seven Things Your Data Should Tell You – Part 5: What Client Engagement Strategy is Most Effective?
Data is the key to sales success. But is it also the key to retaining…
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