• Market Intelligence Providers

    We provide insights into market penetration and potential opportunities.

MARS can combine asset manager data housed within MARS—contacts, sales, assets, and activities, for instance—with market intelligence data from third-party data providers. This combination of data can provide firms with insight into their current and potential wallet share at broker/dealer firms, and what, if any, difference our client’s activities (e.g. campaigns/meetings/calls) with their B/Ds have in influencing the growth of wallet share. This allows asset manager to:

  • Identify productive broker-dealer and financial advisor relationships.
  • Zero in on profitable product lines and asset classes.
  • Align sales teams’ goals with the firm’s goals in order to eliminate unintended organizational conflicts.
  • Keep wholesalers apprised of relative product performance to help boost wholesalers’ actions and productivity.
  • Keep wholesalers informed of relative product performance in order to help increase their productivity.
  • Identify product line shortcomings relative to their competitors.
  • Provide valuable insights into future product development and marketing campaigns.
  • Capture overall performance by firm and branch.
  • Apples to Apples Comparisons

    View product sales against your competitors’ product sales, product for product, by firm, and office to give you the competitive advantage.

  • Relationship Management

    Identify profitable broker-dealer and financial advisor relationships at a glance.

Social Media Auto Publish Powered By : XYZScripts.com