This year’s NICSA SLF was a great opportunity to meet with clients, and prospective clients in a setting that promoted some great discussion around relevant and timely topics in the asset management industry. Traditionally NICSA has been known as a TA and operations industry group. Under the leadership of Jim Fitzpatrick, NICSA has been undergoing […]
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Entries by Dave Halligan
The focus of last week’s MARS Client Roundtable centered around 3rd party data related to market share and/or firm data packs. One of the interesting aspects of working with such a wide range of asset managers in terms of size and AUM is understanding how differently each client integrates and leverages 3rd party data along […]
As an asset manager, you may likely derive 80% to 90% of your sales from just a few key national accounts, and managing these accounts is therefore critically important. Asset managers rely heavily on the distribution efforts of their key accounts, so in order to grow assets under management (AUM), your national accounts team must […]
Asset managers may derive as much as 80% to 90% of their sales from just a few key national accounts.
SalesFocus Solutions, developer of the MARS product suite for the asset management industry, announced today that its new MARS v9 platform is available for general release. “We are excited about the value that this new major release of MARS will provide to our asset management clients to assist them with increasing sales and retaining assets […]
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.
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 […]
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 […]
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.
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 […]