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A common issue we hear from top AUM firms is that their in-house or vendor provided distribution data and Sales reporting systems lack key capabilities, are poorly supported, or are too costly to maintain and adapt to changing business needs. Some firms limp along “patching” the holes in these systems at great internal resource effort and cost, but still ending up with a sub-standard solution.

Another common issue we hear from the top AUM firms is that in some cases they have sacrificed their distribution data analytics and reporting capabilities to “take advantage of” their vendor’s bundled discounts. Although, this approach serves to lock in discounts to use the vendor’s “back-end” and “middle-office” tools – in some cases a sub-standard distribution data analytics and sales reporting solution from the vendor can act to the detriment of the sales and marketing team’s ability to drive new business. Sometimes the old saying is true, “you get what you pay for.” Perhaps the vendor’s back-end and middle office tools satisfy the business’ need, but it shouldn’t come as a detriment to the sales and marketing team’s ability to have reliable and timely information to drive business growth.

It’s unfortunate that some firms have compromised their ability to drive business growth by using sub-standard distribution data and sales reporting systems, but for those firms who are dissatisfied with their current situation and find it intolerable to continue to spend money on a sub-standard solution there is a cost-effective alternative with the SalesFocus Solutions’ MARS Solution.