Looking Back on 2013, Looking Forward to 2014

2013 was a milestone year for SalesPage, as we celebrated our 30th anniversary. It’s gratifying to reflect on our relationships with clients and the evolution of our technology, seeing how they have both grown and strengthened over the years. Here are some client highlights from this past year:

  • Two long-standing SalesPage Classic clients initiated upgrades to SalesPage Financial Enterprise.
  • Federated Investors completed their upgrade from SalesPage Financial Classic to SalesPage Financial Enterprise and rolled out SalesPage Mobile for iPad to their wholesalers.
  • Virtus Investment Partners made the decision to bring their Institutional business onto SalesPage Financial and rolled out SalesPage Mobile for iPad to their wholesalers.
  • The SalesPage client community grew, as we welcomed The Timothy Plan and Domini Social Investments to our group.

Representatives from our client community met twice at client Roundtables in Scottsdale and New York, discussing industry issues and best practices and enjoying networking time. We look forward to our 2014 events and hope to see some new faces and firms as well as our returning clients.

To better serve our valued clients and to support our broad products and services, SalesPage made some changes in leadership, promoting Aric Faber to Vice President, Sales & Marketing, and Ana Evans to Director of Marketing. Aric oversees all sales and marketing efforts, and Ana directly manages marketing, as well as heading up our client community. Both Aric and Ana, along with our technical team, look forward to continuing to engage in client initiatives.

After consulting with our Client Advisory Board and gauging industry demand for data management and sales reporting solutions, SalesPage launched a new product offering, SalesPage DataCenter. This solution, whether used as a stand-alone option or integrated with existing applications, provides tools for maintaining entities, resolving transaction and asset feed data, managing territories, understanding market share, and summarizing sales/reporting. We look forward to serving a broader segment of firms with this offering.

To our clients: We sincerely thank you for your business and your participation in our client community. We know that we could not succeed without you. We welcome the opportunity to work with you in 2014 and the years that follow. Please contact us at any time, and let us know how we can continue helping your business to succeed.