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 […]

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 […]

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 […]

The Adoption of FinTech Distribution Data Solutions by Dave Halligan

Fee compression, expense reduction, the preponderance of lower cost products, and a more educated and cost conscious consumer have been disruptors for mutual fund firms for several years.  The mutual fund industry is not alone as it relates to disruptors.  Brick and mortar stores have been displaced by Amazon, Taxi services are in much less […]

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 […]

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 […]

The Benefits of Attending Client Off Site Meetings

One of the most rewarding aspects of my job is being able to interact directly with the end users of our MARS products and services.  Over the past few months, I have had the opportunity to attend three clients’ annual sales meetings to review our current products and services and get invaluable feedback from the […]

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 […]