A common issue we hear from top AUM firms is that their in-house or vendor…
Tom OprendekJanuary 14, 2025
Press Release Larkspur, CA, November 2024 – SFS a fintech leader in sales reporting and…
Miriam SanchezNovember 12, 2024
I nterval funds, with their unique redemption structure, require fund managers to be particularly vigilant…
Nicole CalliesNovember 5, 2024
Press Release Larkspur, CA, October 2024 – SFS a fintech leader in sales reporting and…
Miriam SanchezOctober 29, 2024
A s a Fintech firm, we are often surprised how many asset management companies do…
David HalliganOctober 24, 2024
Press Release Larkspur, CA, October 2024 – SFS a fintech leader in sales reporting and…
Miriam SanchezOctober 15, 2024
R isk management is essential in the intricate realm of wealth management, serving as the…
Nicole CalliesSeptember 24, 2024
Unlocking The Power of Clean Data I n today’s fast-paced, data-driven world, the key to…
Nicole CalliesAugust 23, 2024
F or investment fund sales teams, the implementation of a sophisticated sales reporting system is…
Nehemiah MartensJune 27, 2024
E xchange-Traded Fund (ETF) assets have grown dramatically in recent years. From $112 billion in…
David FisherJune 6, 2024
H istorical sales reporting can significantly enhance email marketing campaigns for mutual funds targeting new…
David FisherMay 21, 2024
Sales reporting serves as a fundamental tool for marketers looking to maximize the impact of…
David FisherMay 15, 2024
F or the sales and marketing teams of US mutual funds, leveraging third-party distributors helps…
David FisherMay 7, 2024
I n the current landscape of mutual funds, intermediaries are increasingly opting for omnibus trade…
David FisherApril 30, 2024
Constructive Engagement I n the competitive arena of mutual fund management, insightful sales reporting is…
David FisherApril 23, 2024
I n the competitive landscape of investment fund sales and marketing, insights from robust sales…
David FisherApril 9, 2024
T he benefits of sales reporting depend entirely on complete and clean sales data. The…
David FisherApril 5, 2024
The process of collecting and interpreting raw sales data from the intermediary is only the…
David FisherMarch 21, 2024
The process of acquiring and preparing sales data from intermediaries for data cleaning and sales…
David FisherMarch 11, 2024
