NICSA SLF 2019 Insights

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 […]

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 […]

Investment Company Institute (ICI) Membership Meeting

Another ICI conference is in the books. This year, we had the pleasure of our colleague Miriam Sanchez (MARS Training and Client Education) joining Jill Santandreu (Director of Professional Services), Aaron Wong (MARS Product Manager), and me.   Miriam has tremendous experience with our Client Training and Education Programs as well as our Data Stewardship and […]

ICI Conference May, 2016

SalesFocus Solutions enjoyed participating in last week’s ICI GMM conference.  The ICI continues to be a great venue to connect with clients and industry colleagues and to discuss how our MARS product suite can overcome some of the business challenges that asset management firms face today.    As an example, Our ETF reporting solution has received […]

Data Insights

I had the distinct privilege to participate on a panel at the recent 4th Annual Mutual Fund & ETF Distribution Summit in Boston on April 26th.  The topic of our panel was Effective Wholesaling Methods.  The panel had a good mix of representatives from research, asset management, and vendor solution firms. Reliability on data is […]

Inside ETFs and NICSA Strategic Leadership Forum Conferences

“I thought MARS was just a CRM”  – this was what one of the attendees at the NICSA Strategic Leadership Forum said to me after we had a lengthy discussion of all of the products and services offered within the MARS suite.  He was pleasantly surprised to learn that MARS was much more than a […]

Inside ETFs Conference

SalesFocus Solutions is looking forward to attending this year’s Inside ETF’s conference on January 24-27 in Hollywood, Florida.   We are also proud to be recognized by the conference sponsor as an Innovative FinTech company for our MARS system which provides a comprehensive ETF distribution data aggregation and reporting solution.  Our MARS ETF solution allows our […]

Hearsay Social Podcast with Dave Halligan

On November 9th, Dave Halligan had the opportunity to be interviewed by Hearsay Social’s Victor Gaxiola for their podcast.  Dave met Victor at an industry conference earlier this year where Victor spoke about the use of social media to raise brand awareness and increase marketing reach.  After hearing Victor’s presentation, Dave thought that the information […]

SalesFocus Solutions Attending 2015 NSCP Conference

SalesFocus Solutions will be participating in the 2015 National Society of Compliance Professionals (NSCP) conference from November 1 – 4.    We work closely with our clients to continuously enhance our MARS Compliance Management Solution and we look forward to attending the compliance-related workshops at this year’s conference.  Our MARS Compliance Management Solution provides end-to-end […]