Rep Team Data with ISS Market Intelligence
The Conventional Sales & Marketing Approach for team data has some major drawbacks: Narrow view due to the Advisor-only focus No data for Advisor moves No visibility into Advisor associates No insights into team sales, assets, or performance Slow to track linked teams However, the Sales & Marketing approach provided by ISS Market Intelligence and […]
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.
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 […]
SEC Rule 22c-2 Full Service Compliance Management
MARS Compliance provides a complete solution to monitor identify, track, resolve and audit, in order to fulfill all of your SEC Rule 22c-2 compliance management requirements. Compliance rules are customized to address the specific needs and concerns of your firm. Our unparalleled service means that we work directly with you to create and maintain your […]
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 […]
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 […]
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 […]
New DCIO Reporting Available
Historically, the DCIO channel has proven to be one of the most difficult as it relates to easily reporting transactional data. Due to a lack of standardization by DCIO record-keepers, this disparate data has been a challenge to fully integrate into existing sales reporting systems. Over the past year, we have been working towards building […]
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 cost conscious consumer have been disruptors for mutual fund firms for several years. The mutual fund industry is not alone as it relates to disruptors. Brick and mortar stores have been displaced by Amazon, Taxi services are in much less […]
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 […]