Entries by Jill Santandreu

How Asset Managers Can Organize to Better Use Sales Data

Is your business organized effectively to use all the data you have? Is your business effectively using all of the data you have?” Research from PwC[1] found that 60 percent of asset and wealth managers “fear that part of their business is at risk to FinTech companies.” As a result, more asset managers are learning […]

MF Wire

Asset managers use data to make critical decisions everyday, and the success of your business depends on the accuracy and timeliness of your data.Bad data, however, may lead to bad growth prospects.

7 Reasons Why Bad Data Means Bad Growth Prospects for Asset Managers

Asset managers use data to make critical decisions everyday, and the success of your business depends on the accuracy and timeliness of your data. Bad data, however, may lead to bad growth prospects. Data comes from multiple sources— transfer agents, supermarket platforms, ETF platforms, sub-accounting firms, managed accounts, and more. This process increases the risk […]

New DCIO Reporting Available

Historically, the DCIO channel has proven to be one of the most difficult as it relates to easily reporting transactional data.    Due to a lack of standardization by DCIO record-keepers, this disparate data has been a challenge to fully integrate into existing sales reporting systems. Over the past year, we have been working towards […]