Author Archives: Ana Evans

A fresh new look for Advisor Atlas!

As the new owner of AdvisorAtlas, we're focused on making advisor team intelligence more accessible to all asset managers. We're excited to share a fresh new look for AdvisorAlas!

That’s an axe! Denver Client Summit 2019 recap

Last month, our client community got together for our annual Summit 2019 in beautiful Denver, CO.

New SalesPage icon reflects brand

We continue to innovate our products and services to help investment managers leverage their existing data and systems to drive more intelligent and effective distribution strategies, and to fulfill our vision to be the most respected distribution management partner for the world's forward-looking financial companies. We want our brand to reflect this, too. Over our 30+ year history, our brand evolved alongside the technology and financial services industries. While the evolution continues, we're marking a shift in our brand and company with a new icon.

Marketing integration with HubSpot, Marketo, and Pardot

After gaining insight on the challenges and successes of marketing professionals in the asset management industry, I want to share some experiences we had helping clients with marketing integration between CRM and mainstream marketing systems out there today: HubSpot, Marketo, and Pardot.

AI and RPA in asset management

After a whirlwind of conferences this fall, I had a chance to flip through my notes and quickly identified one of the most-mentioned buzz words at CRM Forum, 2017 MMI Annual Conference, and MFEA Marketing Council: Artificial Intelligence (AI). I thought it would be worth exploring and sharing the common themes and highlights that resonated across these conferences.

Post Irma, client roundtable is on!

After seeing the flooding in downtown Miami that resulted from Hurricane Irma, a number of you have asked about our backup plan for our client roundtable.

Big Data, Best Sources, Getting Data Right

My morning news feed always has a headline or two regarding big data. Many asset managers rely on multiple third-party FOR (firm/office/rep) data sources—SalesConnect, Discovery, Meridian IQ, RIA Database, and others—as supplements to the data in their CRM and marketing systems. The more sources that are employed, the bigger the big data gets. This additional level of complexity brings with it new questions and hurdles to overcome.

Distribution Headaches? Stop Them Before They Get Worse

Whether I’m involved in discussions at industry conferences or chatting with prospective clients, several of the same pain points keep coming up with regard to effectively distributing investment products: Targeting, Reporting, Segmentation and Territory Management. How does your firm alleviate these distribution headaches? It's clear that you’re going to need more than a CRM system to do it. Thankfully, there is SalesPage Financial, so much more than just CRM.

At Home in Hartford

It was great to spend a couple of days in Hartford, Connecticut last week, where we took in the fall colors, enjoyed the local cuisine, and spent time with some fantastic company at our Fall 2015 Client Roundtable. Thanks, Virtus Investment Partners, for hosting this event and making the SalesPage Client Community feel so at home!

Rep Scoring: How Do You Rank?

What goes into a rep score? How do you use it? How are firms measuring its impact? You may have been asking yourself one or all of these questions if, like me, you were sitting in the audience during the "Rep Scoring: Running from 0 to 100" session at MFEA’s Digital Council meeting last week.