Data Management

Leverage Your Own Data First

By David Halligan As a Fintech firm, we are often surprised how many asset management companies do not...

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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...

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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...

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Q1 2019 Client Roundtable

The focus of last week’s MARS Client Roundtable centered around 3rd party data related to market share...

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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...

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5 Ways Asset Managers May Use Data to Build Relationships with Key Account Teams

As an asset manager, you may likely derive 80% to 90% of your sales from just a few key national...

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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...

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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...

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Analyzing Sales Data to Increase Assets

The following article titled, “10 ways to use sales data to increase revenue, Tips on using data...

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