Blog

The process of collecting and interpreting raw sales data from the intermediary is only the…

The process of acquiring and preparing sales data from intermediaries for data cleaning and sales…

The Unique Value Proposition (UVP) of your mutual fund offering serves as the cornerstone of…

In marketing of mutual fund investment products, understanding the competitive landscape is essential for developing…

In the digital age, mutual fund companies are increasingly adopting a direct-to-investor marketing strategy to…

For mutual fund companies, establishing a selling agreement with a financial advisor firm is a…