Blog

Strategic alignment ensures a successful step into the ETF market for Touchstone Investments

When Touchstone Investments launched their first two ETFs, they knew they needed to get the data right to ensure accurate reporting and commissioning. This meant refining their data strategy to enable the linking of ETF financials to existing client records and presenting the data in the right ways to return business value. They knew they got it right after the first two months of ETF financials were processed according to plan with few issues encountered. What were the main drivers of this successful outcome?

How advisor intent data helps distribution

Asset managers choose SalesPage because we not only provide advisor intent data, but we layer it with advisor team, marketing engagement, and sales data. This aggregated view provides even stronger indicators of who is further along in the purchase funnel and is prime for outreach.

Dynamic discussion with women on work and life

To celebrate Women's History Month and International Women's Day, we organized a panel of women-identifying SalesPage professionals who shared their career journeys, challenges, successes, and advice for women and men in all stages of work and life. We are sharing some of their stories and advice with you with the intent to have a broader positive impact on our community.

Differentiate with Data and Avoid Expensive Implementations

Differentiating oneself from the competition is the objective of every asset manager. Many are turning to data and technology for help. The top issue for C-suites: Data needs to be aggregated, accurate, and actionable for sales, marketing, and the BI folks that support them, so that it can positively affect customer experiences, as well as the business as a whole. With more asset managers looking to cut costs and outsource, how should you choose your data management solution partners and avoid the risks of botched or expensive implementations?

Marketer’s dilemma

With great content comes great responsibility. If you find yourself asking, “to gate content, or not to gate”, that is not the question – you may be missing an opportunity that gives you the best of both. SalesPage can help.

Top 5 most-read posts in 2022

The top 5 most-read posts in 2022 covered topics including CRM consolidation and integration, extracting value out of data packs and growing the expertise of our team.

Detroit Free Press names SalesPage as a Top Workplace

Anonymous employee feedback gathered through a third-party survey contributes to SalesPage being honored as a Top Workplace by the Detroit Free Press. We are thrilled to celebrate our team!

Hotchkis & Wiley executives have the pulse of the company at their fingertips

Hotchkis & Wiley was using two separate CRM systems. The need for a single system with high-quality data management was clear to Head of Distribution Tom Hirschmann and Managing Director Mark McMahon. How were they going to plan for such a complex project? What were the risks of downtime or failure? Where were they going to find a partner who understood best practices in the asset management industry? Read their story.

Weathering market swings with sales, top performer, and team data

The market swings from good to bad and sometimes, even sideways. How can asset managers prepare a distribution strategy that will weather market swings? This article shares how a combination of sales, top performer, and advisor team data can help you find opportunities in any market, focus distribution and marketing efforts, and retain and gain A-list clients.

Graziano joins SalesPage

We’re delighted to inform you that Steve Graziano, an accomplished industry leader, has joined SalesPage as a Special Advisor to the CEO, Aric Faber. In this role, he will provide SalesPage counsel on navigating ongoing changes in the industry, use his experience to inform SalesPage’s future product development, and enrich our relationships with industry leaders. All of which will increase the value that SalesPage is delivering to our clients. For more details, please read the press release below.