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 […]