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Top SalesPage blog posts of 2023 for a stronger 2024

01/05/2024 by
Welcome to the SalesPage Blog's annual roundup of the top-performing articles of 2023! As we kick off the new year, we invite you to dive into the most engaging content that resonated with our readers throughout the past year.

SalesPage team holiday spirit, giving, and community

12/20/2023 by
As the holiday season approached, the SalesPage team embraced the spirit of giving and community, embodying two of our core values: passion and family, through a festive and charitable spirit week. Our community extends to SalesPage team members, clients, partners, and friends and we wish you all a wonderful holiday! While you're finishing up your work week, enjoy some fun photos of our team members and share in the joy of giving.

2nd year running as Top Workplace by the Detroit Free Press

11/17/2023 by
SalesPage has been awarded a Top Workplaces 2023 honor by the Detroit Free Press.

Timely intelligence drives more productive meetings

After implementing a unified CRM system for both their institutional and intermediary businesses, Hotchkis & Wiley Capital Management sought to better leverage intelligence for more productive client meetings and targeted marketing campaigns. Their objectives were twofold:

From Manual to Automated: Weitz Supports Direct Account and Intermediary Relationships with SalesPage

Weitz Investment Management was facing a challenge: How to improve how they identified, managed, and supported relationships with their Direct Account business. These accounts have no designated advisor or intermediary relationship but come directly to Weitz. Direct Accounts sometimes require more frequent communication and response to both simple and complex requests. To provide this support and grow their business, Weitz sought to create a 360-degree view of both their Direct and Intermediary Clients in one place, their CRM.

Use Teams Data + Advisor IP Matching to target high-value prospects

In the competitive world of asset management, identifying and targeting high-value prospects is crucial for success. Fortunately, two powerful tools—Teams Data and Advisor IP Matching—can work in tandem to help asset managers achieve this goal. By leveraging these datasets, you can gain insights into potential clients actively seeking new investment products, understand their roles within their teams, and build more effective marketing strategies. Layering this data with additional metrics such as AUM, sales, redemptions, distribution expenses, and expense ratios will enable you to calculate profitability scores for advisors more accurately than ever before, resulting in a higher ROI approach to prospecting.

Takeaways from data-driven client journey discussion

In today's data-driven world, asset managers face a challenge: How to effectively use data to define the client journey and engage at the right moments to impact buying decisions. To shed some light on this issue, we hosted a virtual panel with industry experts Rob Kenyon, Josh Stauffer, Michael Winnick, and Kevin Rosenfeld.

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

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

03/14/2023 by
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.