MARS Platform Solutions

Advanced Sales & Prospecting Analytics

Why should your sales and marketing teams spend their time hunting for opportunities - your data should lead the way to point them to the opportunities with the most potential. The MARS platform provides sales analytics, data visualization and prospecting tools to focus your sales and marketing teams on the best opportunity to grow AUM.

Competitive Market Intelligence Integrations

MARS combines CRM and sales-related data housed within MARS - contacts, activities, sales, and assets with market intelligence data from third-party data providers. This provides firms with new insight into their current and potential market share at broker/dealer firms, and also highlights what, if any difference our clients' activities (eg. campaigns/meetings/calls) have in influencing the growth of market share.

Mobile App

IntelliMARS ensures our clients' sales organizations are better prepared for each meeting, more efficient in identifying new sales opportunities, and enables more effective sales calls. IntelliMARS has been designed for busy executives and active sales team to quickly obtain information through the visualization of data on iPad and iPhone devices. IntelliMARS provide innovative, industry-specific features such as :

• View firm, office, rep sales, assets and activity information.
• Find Reps in your vicinity using the "Rep Near Me" feature which displays a list of reps near your current location.
• Easily display sales and asset summaries at firm, office and rep levels.
• Quickly identify top performing firms, offices, reps and product groups.
• View a Cross Sales Analysis by reps/teams based on YTD Purchases.
• Schedule meetings, calls, activities, events and update contact information.
• Compare sales and asset trends.
• Access all communications history.

Data Aggregation for all Product Types

MARS aggregates and reconciles data to the lowest level of detail from an unlimited number of investment products such as mutual funds, Managed Accounts, ETFs, DCIO/retirement products, UCITs and alternatives investment products. The breadth and depth of MARS’ sales analytics and reporting capabilities provides business-critical information to executive management, sales, management, finance, operations and compliance groups with asset management firms.

SEC Rule 22c-2 and Prospectus Compliance Management

The MARS Compliance Module is an effective tool for increasing oversight across distribution channels and product types and provides a comprehensive 22c-2 and Prospectus solution. With the MARS Compliance solution your firm can rest assured that you have the tools to properly oversee fund and prospectus compliance as well as to identify situations where potentially improper trading may be occurring.

Under our Full Service 22c-2 Compliance Management Service, we:

• Work with our clients to create and maintain custom compliance rules based on rules which are available in the MARS 22c-2 Compliance module.
• Review MARS 22c-2 Compliance reports on our client’s behalf to identify, research and validate each flagged trade.
• Work with intermediaries to request additional information via SDR on trades when necessary.
• Request underlying data for omnibus trades, if needed, to perform additional research when the data does not provide the level of detail needed to identify trade information.
• Review flagged trades following our client’s compliance break procedures.
• Provide activity reports which will provide information on the status and results of each flagged trade being worked.

Industry-Specialized CRM
or integration with your current CRM

The MARS CRM supports both the retail and institutional sides of the business and includes asset management industry-specific features such as comprehensive channel/territory management capabilities, profiling, eCampaign & fulfillment vendor integrations, website activity tracking, document management, and overlays MARS CRM and sales data with Google Maps ™ to transform your data into new actionable business insights.

The MARS-Salesforce CRM integration transforms the typical two-tiered Salesforce hierarchy (firm and account) into a three tiered Firm, Office, and Rep hierarchy. There is a real-time bi-directional integration between the MARS and Salesforce to ensure complete data integrity. The MARS-Salesforce integration leverages the data storage, aggregation, cleaning and summarization capabilities of MARS in addition to the powerful MARS channel/territory management, data query and report writing features.

Rep Prospecting Database with over 740,000 active reps

Not only does MARS include a master database of rep information, our data cleaning team leverages rep CRDs to proactively manage firm, address, status and name updates for our clients. This means that MARS provides our clients the ability to stay on top of firm and rep changes - even before a rep places a trade. In addition our MARS Unify Rep Prospecting Service uses a master copy of Firm, Office, Rep & Team information and proactively adds email, and phone numbers to reps in our clients' MARS databases - whether or not the reps have any sales with our clients - this ensures that the reps in MARS have accurate email addresses and phone numbers which is critical for sales and marketing purposes.

SalesFocus Solutions’ partner Accupoint Solutions in partnership with CNBC announces the "CNBC FA 100 list of forwarding-thinking financial advisors"

Data Stewardship includes Rep CRD updates

Through our proprietary technology and our knowledge of industry best practices, we ensure that our clients have complete and accurate sales and asset rep-level data. As data comes into MARS from transfer agents, supermarket platforms, ETF platforms, sub-accounting firms, managed accounts, or other intermediaries, our data clean team performs data reconciliation, scrubbing, and de-duping activities to ensure that our clients have accurate sales and asset data.

Many of our clients have chosen to fully outsource their entire data cleaning processes to us and we tailor our processes to meet their specific business needs. In addition, we have the ability to complement a firm’s in-house data cleaning team, whether or not the firm is using MARS. Some of the ways in which our data cleaning team has helped, or can help, complement data cleaning for firms who have their own data cleaning team include performing one-time or periodic data cleanups, cleaning specific product lines, cleaning data above or below certain sales and/or asset thresholds, or cleaning large volumes of assets at the beginning of each month.