Services

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...

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SEC Rule 22c-2 Full Service Compliance Management

MARS Compliance provides a complete solution to monitor identify, track, resolve and audit, in order to...

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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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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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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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New DCIO Reporting Available

Historically, the DCIO channel has proven to be one of the most difficult as it relates to easily...

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The Adoption of FinTech Distribution Data Solutions by Dave Halligan

Fee compression, expense reduction, the preponderance of lower cost products, and a more educated and...

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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...

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Investment Company Institute (ICI) Membership Meeting

Another ICI conference is in the books.This year, we had the pleasure of our colleague Miriam Sanchez...

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