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 […]

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 […]

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 […]