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 a lot of attention from firms struggling with ETF distribution reporting challenges because it solves the industry-wide problem of ETF data aggregation and normalization and helps firms better position themselves in the marketplace. 

At the conference we talked with many individuals who were interested in the various aspects of our products and services including: 

•  Distribution Reporting for all product lines:  Mutual Funds, Managed Accounts, ETFs, & Retirement/Insurance Products;

•  Competitive Market Intelligence, RIA, & Marketing Data Integrations;

•  Advanced Sales and Marketing Analytics, including Cross-sales Analysis;

•  Data Cleansing & Data Quality Improvement;

•  Innovative Mobile Apps;

•  Industry-specific CRM or Salesforce® Integration with our Sales Reporting and Advanced Analytics system; and

•  SEC Rule 22c-2 and Prospectus Compliance Management. 

We look forward to the new relationships and contacts that came out of this meeting and look forward to doing it all over again next year!