Unlocking The Power of Clean Data I n today’s fast-paced, data-driven world, the key to…
Nicole CalliesAugust 23, 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
The Unique Value Proposition (UVP) of your mutual fund offering serves as the cornerstone of…
David FisherFebruary 27, 2024
In marketing of mutual fund investment products, understanding the competitive landscape is essential for developing…
David FisherFebruary 20, 2024
In the digital age, mutual fund companies are increasingly adopting a direct-to-investor marketing strategy to…
David FisherFebruary 13, 2024
For mutual fund companies, establishing a selling agreement with a financial advisor firm is a…
David FisherFebruary 6, 2024
Understanding the profile and preferences of potential investors is vital for a mutual fund company's…
David FisherJanuary 30, 2024
The structure and functionality of a customer relationship management (CRM) system is critical to the…
David FisherJanuary 24, 2024
Mutual funds and ETFs market their products to financial advisors by a number of means:…
David FisherJanuary 17, 2024
Incorporating personal customer service into 22c-2 compliance reporting and the identification of money laundering offers…
David FisherJanuary 9, 2024
