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SalesPage Enterprise 2021.1: Get your data, fast and right

SalesPage Enterprise 2021.1 has just been released! This new release includes new and improved tools to make managing your data easier and faster. We use SalesPage Enterprise to support our LumaSuite managed data services, so we’re learning first-hand what tools can be made better and which new tools would be useful. We also learn by listening to you, our clients, so that we can understand more fully the challenges that you face and provide tools and services to help you meet them. Here's a bit of what's new in the 2021.1 release.
SalesPage team appreciation: Five cities, one SalesPage

SalesPage team appreciation: Five cities, one SalesPage

07/16/2021 by
#givingback: Friends of the Danvers Dog Park

#givingback: Friends of the Danvers Dog Park

06/29/2021 by

Risk factors with 22c-2 compliance

Your SEC Rule 22c-2 compliance and risk responsibility, whether it’s a function of an individual or a dedicated team, is to maintain a program that ensures you stay compliant and avoid penalties without putting a strain on your internal resources. This article shares three risk factors asset managers should consider when evaluating your 22c-2 compliance program.
Making the most of your post-COVID business travel

Making the most of your post-COVID business travel

Michigan is starting to reopen, and workplaces are beginning to transition back to some version of “normal” business. For many distribution professionals in asset management, this means getting back on the road for the first time in over a year. We took a deep dive to examine the impacts of COVID-19 on business travel and explore how distribution organizations are using advisor team data to maximize the ROI of business trips.
#givingback: Tee-ball tizzy with Coach Leah

#givingback: Tee-ball tizzy with Coach Leah

05/28/2021 by

Using BI to identify actionable opportunities

BI professionals from our client community (29 individuals from 16 asset managers) came together for a Roundtable event to discuss how they’re activating data for marketing and distribution. Panelists shared their approaches to evaluating data sources, leveraging analytics tools, and identifying actionable opportunities for their teams. We also sent out a survey after the event with questions about sources and tools and a small but interesting subset of our client community, responded. Here’s what we learned from the event and survey.

Jenny Wolden manages growth as Director of Operations

Jenny Wolden joined our team when SalesPage acquired SalesStation at beginning of 2020 and has been instrumental in combining our firms into a larger more effective unit. Today, I am happy to share that Jenny has been promoted to Director of Operations!
#givingback: Tom Larson dives into Harbor WildWatch

#givingback: Tom Larson dives into Harbor WildWatch

04/30/2021 by

Marketing agility pro tips for asset managers

Earlier this year, we held a client roundtable of 28 asset managers who shared insights into how they have adapted over the last year. An underlying theme that surfaced from that discussion was agility. Being able to quickly pivot to adjust and apply resources to fulfill changing needs for digital content and communication, virtual meetings and events, and advertising and media coverage, were essential to reach their audiences. Marketing professionals are constantly striving to get the most impact with the resources they have available. We went to trusted asset manager marketing partners: Leibowitz Branding & Design, Sondhelm Partners, SunStar Strategic, and Synthesis to understand how they’ve been helping asset managers successfully adapt. This interview-style blog post shares fundamental questions and the marketing partner’s answers. Read on to learn how you can be more agile in your marketing efforts while focusing on and sharing your expertise.