Entries by Dave Halligan

Money Management Executive

Asset managers face competition every day, and strengthening your firm’s relationships with advisors takes consistent effort. Because you operate with limited resources, you need to leverage your sales and marketing efforts using a business-intelligence platform.

5 Ways Asset Managers May Increase Advisor Engagement Using Sales Reports

  Asset managers face competition every day and strengthening your firm’s relationships with advisors takes consistent effort. Because you operate with limited resources, you need to leverage your sales and marketing efforts using a business intelligence platform. A comprehensive sales report system can help you prioritize your marketing efforts, and communicate information quickly and clearly […]

Analyzing Sales Data to Increase Assets

The following article titled, “10 ways to use sales data to increase revenue,  Tips on using data to identify better sales leads, optimize wholesaler productivity, and stay ahead of the news” recently appeared in the June 25, 2018 edition of Fund Action: As an asset manager, if you are not proactively using sales data as […]

FinTech and Asset Management

It is important for financial services firms and FinTech companies to build strong strategic partnerships versus having a typical client/vendor relationship. FinTech solutions can be a significant component in the growth and success of asset management. Turning data into actionable intelligence is one the biggest challenges facing asset management firms.

FinTech and Asset Management

Financial service and asset management firms have grown from internal legacy technologies to trying to manage and upgrade their various business technologies through their own IT group. The issue this presents is that they have an IT infrastructure that has grown into supporting business solutions for which they do not have the cutting-edge expertise they […]