Author Archives: Christopher Poisson

SalesPage and Salesforce – Forging the missing link in the asset management data chain

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: Master the flow of your client data

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?

New Version of SalesPage to Revolutionize How Asset Managers Work

I am pleased to share some exciting news – SalesPage has officially launched SalesPage 6. This latest version represents a significant evolution in SalesPage products and provides asset managers with a distinct advantage in managing their distribution efforts. I’d like to highlight some existing features of SalesPage, now combined with new elements of SalesPage 6, which together deliver the ideal solution for asset managers.