Skip to main content
Products Page

Market Intelligence

By August 13, 2019No Comments

MARS is integrated with well-known third-party market intelligence data providers such as Market Metrics™, Distribution Analytics™, Discovery-RIA™, and RIA Database™ to gain new business insights to provide you with insights on how well your products are performing compared to your competition. MARS also provides the ability to show you how changes in your sales and marketing actions influence your sales compared to your competitors. Want to know what impact a specific marketing campaign or a specific sales objective like more face-to-face meetings had on your sales compared to how your competitors are performing – just check MARS.

  • View product sales against your competitors’ product sales, product for product, by firm and office to give you a leg up on and insights into the competition;
  • Highlight profitable broker-dealer and financial advisor relationships to allow firms to maximize the effectiveness of those relationships;
  • Zero in on productive product lines and asset classes to provide business insights;
  • Orchestrate the alignment of the sales team’s goals with the firm’s goals to eliminate unintended and non-productive organizational conflicts;
  • Keep wholesalers apprised of relative product performance to help boost wholesalers’ actions and productivity;