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.How to weather market swings? Use 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.Retail + Institutional = 360˚ view of your Distribution
Ignites article, Retail, Institutional Data Divide Hurts Sales, highlighted how sharing data and coordinating analytics can help both channels be more effective in their distribution efforts. For teams that have historically been siloed, how do you best go about this? This article guides you through the process starting with how retail and institutional teams function with unique data requirements to how they can work better, together, with actionable analytics in a shared CRM.Improve client experience with better data
Asset managers are rethinking their approach to distribution by putting the client first and creating an experience that allows them to reach their goals by focusing on their client's needs and expectations. This post shares how you can shorten the time between receiving data and using it to change the trajectory of your client's experience from poor or average to great.
#givingback: Randy James and GOTR – more than running
We’re recognizing Randy James, Senior System Administrator at SalesPage by day and, in his free time, a community college professor, musician, and volunteer and supporter of Girls on the Run (GOTR) of Greater Kalamazoo. Check out this post to learn more about this organization, Randy's volunteer work, and their collective impact on our community.Find the right data path: A guide for boutique asset managers
As boutique asset managers compete with their peers and larger counterparts, data can offer a competitive advantage. There are a growing number of data sources and technologies available to help you gain and retain the right clients, but where do you start? Here are four steps that will put you on the right path to make your data actionable and valuable for your firm’s sales and marketing efforts.
