The NICSA SLF Conference and the New Normal
by Nicole Callies In a world that is still virtual, our new normal, I was able to listen into the NICSA SLF conference and network virtually. Although times have changed, the main theme of the conference was around the pandemic and how firms have adapted during these times. It was great to hear from others […]
Fall 2019 SME Forum – It’s Still All About The Data
I had the opportunity to attend this fall’s SME Forum in Denver. At the Forum, SalesFocus Solutions presented a client case study with Artisan Partners on the value of integrated sales and asset data within their CRM. As a Fintech firm, we are often surprised how many asset management companies do not have some kind […]
NICSA SLF 2019 Insights
This year’s NICSA SLF was a great opportunity to meet with clients, and prospective clients in a setting that promoted some great discussion around relevant and timely topics in the asset management industry. Traditionally NICSA has been known as a TA and operations industry group. Under the leadership of Jim Fitzpatrick, NICSA has been undergoing […]
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 […]
Insights from NICSA SLF 2018 by Dave Halligan
When I found out last year that the NICSA Strategic Leadership Forum was returning to Doral it brought back fond memories of my first NICSA event in 2001 with my then, fiancé, now wife of almost 17 years. Unfortunately, she could not accompany this time as she had to hold down the fort in the […]
Investment Company Institute (ICI) Membership Meeting
Another ICI conference is in the books.This year, we had the pleasure of our colleague Miriam Sanchez (MARS Training and Client Education) joining Jill Santandreu (Director of Professional Services), Aaron Wong (MARS Product Manager), and me. Miriam has tremendous experience with our Client Training and Education Programs as well as our Data Stewardship and new […]
ICI Conference May, 2016
SalesFocus Solutions enjoyed participating in last week’s ICI GMM conference. The ICI continues to be a great venue to connect with clients and industry colleagues and to discuss how our MARS product suite can overcome some of the business challenges that asset management firms face today. As an example, Our ETF reporting solution has received […]
Data Insights
I had the distinct privilege to participate on a panel at the recent 4th Annual Mutual Fund & ETF Distribution Summit in Boston on April 26th. The topic of our panel was Effective Wholesaling Methods. The panel had a good mix of representatives from research, asset management, and vendor solution firms. Reliability on data is […]
Inside ETFs and NICSA Strategic Leadership Forum Conferences
“I thought MARS was just a CRM” – this was what one of the attendees at the NICSA Strategic Leadership Forum said to me after we had a lengthy discussion of all of the products and services offered within the MARS suite. He was pleasantly surprised to learn that MARS was much more than a […]
Inside ETFs Conference
SalesFocus Solutions is looking forward to attending this year’s Inside ETF’s conference on January 24-27 in Hollywood, Florida. We are also proud to be recognized by the conference sponsor as an Innovative FinTech company for our MARS system which provides a comprehensive ETF distribution data aggregation and reporting solution. Our MARS ETF solution allows our […]