How Asset Managers Can Use Data to Make Better Decisions and Save Money
In today’s highly competitive environment, RIAs, IBDs & Wirehouses are looking for more comprehensive and personalized solutions for their clients. This means that asset managers must focus on differentiating their products to attract and retain advisors – while trying to minimize their sales and marketing expenses. To reduce the cost of sales while increasing wallet […]
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 […]
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 […]