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SalesPage adds 25-year asset management veteran

SalesPage adds 25-year asset management veteran

We are excited announce the addition of a new team member—John Pumphrey. John joins SalesPage as the Director of Sales Enablement Solutions to lead the expansion of Advisor Atlas and LumaSuite. John comes to SalesPage after a 25-year career at Eaton Vance. We look forward to leveraging John’s experience to enhance the value of our solutions, guide our product development roadmap, and best serve our clients. For more details, check out this post.
Value culture continues – Mike Nemecek welcomed to SalesStation team

Value culture continues – Mike Nemecek welcomed to SalesStation team

Mike Nemecek is no stranger to the asset management industry. Having worked as a marketing partner over the last nine years and served as a dually registered rep before that, Mike brings a wealth of experience to the SalesStation team. Check out this video to meet Mike and hear from SalesStation team members about how they plan to partner with him to continue a culture that drives value.
Advisor Atlas team expands to help clients achieve goals

Advisor Atlas team expands to help clients achieve goals

Michael Tarn joins SalesPage Technologies as Business Lead to Advisor Atlas. Leveraging his background in statistics and business, Michael will seek to generate additional value and insights out of Advisor Atlas team data and deliver those to clients. Check out this video to meet Michael and learn more about SalesPage's growth and additional value that will be delivered to our client community.

Data clarity delivered through LumaSuite (webinar recording)

Request this webinar recording to learn how LumaSuite standardizes your third-party data for easier consumption by your enterprise systems, data warehouses, or lakes.

Forge the missing link: SalesPage and Salesforce (webinar recording)

Request a recording of our third and final webinar in a series about developing and building out your data strategy where we shared a CDP use case: SalesPage and Salesforce.
Mastering the matrix: Trends in data stewardship and strategy (webinar recording)

Mastering the matrix: Trends in data stewardship and strategy (webinar recording)

Last month, we presented the 2nd webinar in a three-part series about developing and building out your data strategy – Navigate the tide: Master the flow of your client data. In the first webinar, we described establishing a client data platform (CDP) as the foundation for a strong data strategy. After data is consolidated into a single CDP, a strategy for handling data stewardship and for finding a balance between competing internal and industry views can be established. The second webinar dove into the details on mastering the data strategy matrix and trends in the marketplace. Check out this blog post to view clips from the webinar and request a link to the full recording.
Merry & Bright

Merry & Bright

12/21/2018 by
It's that time of year again! It always feels as if the month of December is filled with craziness, like attending five holiday parties in three days and vigilantly watching the tracking information on the gifts you ordered to ensure they arrive on time. The team at SalesPage likes to take the time to reflect and appreciate all the year offered, and give some of it back to our community. One of the ways we spend the holidays is by adopting a local family.

Key benefits of a Client Data Platform (webinar recording)

Last month, we presented a webinar in conjunction with On-Course Advisors’ CRM Forum about the challenges and complexity involved with leveraging the growing amount of third-party and proprietary data, and how a data strategy with a centralized Client Data Platform (CDP) can help. Request the webinar recording today and we'll send you a link!
Talking about single version of truth with DataInnovators (podcast)

Talking about single version of truth with DataInnovators (podcast)

05/29/2018 by
Our very own Chris Poisson, CTO at SalesPage, was a guest on a DataInnvators podcast this week. Libby Hastert, Program Manager at Smith Group Inc. (SGI), facilitated a discussion with Chris about a client data strategy that asset managers can use to establish a single version of the truth.

It’s more than an office, it’s a community

05/24/2018 by
More than an office, The Foundry has a fantastic community and culture that we're thrilled to be a part of! Check out our CEO, Aric Faber, along with our neighbors and fellow contributors to this space: Treystar, City of Kalamazoo, CSM Group, VML, Eckert Wordell, and Millennium Restaurant Group in this fantastic video from Treystar.