Blog Mutual Fund Marketing: Sales Reporting for Digital Strategy Sales reporting serves as a fundamental tool for marketers looking to maximize the impact of…David FisherMay 15, 2024
Blog Mutual Fund Marketing: Distributors and Data Analytics F or the sales and marketing teams of US mutual funds, leveraging third-party distributors helps…David FisherMay 7, 2024
Blog Omnibus Trade Reporting: A Challenge to Compensation Strategy I n the current landscape of mutual funds, intermediaries are increasingly opting for omnibus trade…David FisherApril 30, 2024
Blog 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…David FisherApril 23, 2024
Blog 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…David FisherApril 9, 2024
Blog 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…David FisherApril 5, 2024
Blog The Sales Reporting Process – Part 2: Why Data Cleaning? The process of collecting and interpreting raw sales data from the intermediary is only the…David FisherMarch 21, 2024
Blog 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…David FisherMarch 11, 2024
Blog Your Unique Value Proposition The Unique Value Proposition (UVP) of your mutual fund offering serves as the cornerstone of…David FisherFebruary 27, 2024