Man Group selects SalesFocus Solutions and MARS to support its Omnibus Sales Reporting needs
Man Group selects SalesFocus Solutions and MARS to support its Omnibus Sales Reporting needs
MARS for Salesforce® Video Premier!
Produced in partnership with Salesforce® this short video highlights how MARS for Salesforce® can improve sales segmentation, buying team insights, and provide more accurate and timely data to Sales and Marketing teams to increase sales and marketing effectiveness.
Podcast: Leverage Your Own Data First
Click the link to listen to the podcast episode in a conversation between Dave Halligan, Director with SalesFocus, and Austin Lewis, IMEA Digital Council Steering Committee member and Director with Janus Henderson Investors, who will discuss how to leverage your own data first: https://imeaconnect.com/leveraging-your-own-data-first/
MARS for Salesforce® is now available on the Salesforce AppExchange™
SalesFocus Solutions is pleased to announce that we have become an authorized Salesforce Partner and our MARS “Asset Distribution Insights for Salesforce®” app which provides a bi-directional, real-time data integration between MARS and Salesforce® is now available on the AppExchange™. As part of the Salesforce Partner process, the entire MARS application and our MARS Asset […]
Q1 2019 Client Roundtable
The focus of last week’s MARS Client Roundtable centered around 3rd party data related to market share and/or firm data packs. One of the interesting aspects of working with such a wide range of asset managers in terms of size and AUM is understanding how differently each client integrates and leverages 3rd party data along […]
How Asset Managers Can Organize to Better Use Sales Data
Is your business organized effectively to use all the data you have? Is your business effectively using all of the data you have?” Research from PwC [1] found that 60 percent of asset and wealth managers “fear that part of their business is at risk to FinTech companies.” As a result, more asset managers are […]
7 Reasons Why Bad Data Means Bad Growth Prospects for Asset Managers
Asset managers use data to make critical decisions everyday, and the success of your business depends on the accuracy and timeliness of your data. Bad data, however, may lead to bad growth prospects. Data comes from multiple sources— transfer agents, supermarket platforms, ETF platforms, sub-accounting firms, managed accounts, and more. This process increases the risk […]
5 Ways Asset Managers May Increase Advisor Engagement Using Sales Reports
Asset managers face competition every day and strengthening your firm’s relationships with advisors takes consistent effort. Because you operate with limited resources, you need to leverage your sales and marketing efforts using a business intelligence platform. A comprehensive sales report system can help you prioritize your marketing efforts, and communicate information quickly and clearly to […]
Analyzing Sales Data to Increase Assets
The following article titled, “10 ways to use sales data to increase revenue, Tips on using data to identify better sales leads, optimize wholesaler productivity, and stay ahead of the news” recently appeared in the June 25, 2018 edition of Fund Action: As an asset manager, if you are not proactively using sales data as […]