Author Archives: Christopher Poisson

Living the pledge: Data privacy in 2020 and beyond

SalesPage advocates for establishing and maintaining best practices designed to meet confidentiality requirements and protect the intellectual property of all parties. We have worked with our clients and industry peers to identify, describe, and adopt those best practices. Read our complete data privacy pledge...

Integrating SalesPage and Salesforce for better data and engagement

For the third and final installment in a 3-part data strategy story, we present a client data platform (CDP) use case: SalesPage and Salesforce: Forging the missing link in the asset management data chain. This white paper explores data challenges from the vantage point of CRM.

Navigate the tide: Mastering the client data flow

In this second part of our 3-part story, we outline how you can choose and implement your client data strategy in the CDP and master the flow of your client data so that your entire organization can reap the benefits. Request a copy of Navigate the tide: Master the flow of your client data to learn how to: 

Data—are you riding the crest or drowning?

If you're like most asset managers, you take in many external data sources to augment your existing internal data. Each of those data sources has different data elements, quality, granularity, and format. If you have an antiquated data strategy and ecosystem, getting to the point where you can really use this data to help you get insights and sell more effectively becomes both expensive and unnecessarily complex. What's the solution?