Skip to main content
Services Page

Data Cleaning & Enhanced Services

By August 13, 2019No Comments

MARS also provides custom data cleaning solutions to meet asset managers’ unique business needs. Through our proprietary technology and our knowledge of industry best practices, we ensure that our clients have complete and accurate firm, office/branch, and rep data for sales analytics and reporting.

As data comes in from transfer agents, supermarket platforms, ETF platforms, sub-accounting firms, managed accounts, or other intermediaries, we perform data reconciliation, cleaning, and de-duping activities to ensure that our clients have reliable sales and asset data.

In addition to standard data cleaning services, the MARS Unify service includes a master database of accurate rep information, including CRDs, for over 746K reps. MARS Unify also proactively maintains rep information in our client databases for prospecting purposes. SalesFocus Solutions has the skills and resources to complement a client’s existing staff, or we can provide fully outsourced data cleaning services. Even if an asset manager is not using the MARS product suite, we can provide comprehensive data cleaning services, either as a one-time project or on an ongoing basis.

As a result of our data cleaning services, our clients have complete and accurate sales and asset reporting.