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 […]

5 Ways Asset Managers May Use Data to Build Relationships

Asset managers may derive as much as 80% to 90% of their sales from just a few key national accounts.

Advanced Sales & Marketing Visual Analytics Solution for Asset Managers

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 […]

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.

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.

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 […]