MARS can combine asset manager data housed within MARS—contacts, sales, assets, and activities, for instance—with market intelligence data from third-party data providers. This combination of data can provide firms with insight into their current and potential wallet share at broker/dealer firms, and what, if any, difference our client’s activities (e.g. campaigns/meetings/calls) with their B/Ds have in influencing the growth of wallet share. This allows asset manager to:

• Identify productive broker-dealer and financial advisor relationships.
• Zero in on profitable product lines and asset classes.
• Align sales teams’ goals with the firm’s goals in order to eliminate unintended organizational conflicts.
• Keep wholesalers apprised of relative product performance to help boost wholesalers’ actions and productivity.
• Keep wholesalers informed of relative product performance in order to help increase their productivity.
• Identify product line shortcomings relative to their competitors.
• Provide valuable insights into future product development and marketing campaigns.
• Capture overall performance by firm and branch.