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Elevating 22c-2 efficiency: Self-service vs. full-service with Clarity Compliance
In the world of asset management, maintaining regulatory compliance while efficiently managing resources is a top priority. The challenges of 22c-2 compliance, such as consolidating data from diverse sources and accurately monitoring market timing violations, demand a holistic approach. Data needed for 22c-2 comes from your Transfer Agent, Sub-Accounting systems, Trust Dealers, Intermediaries, and proprietary sources. For non-NSCC sources, a manual process is required to submit requests, obtain the information, integrate, and analyze it. How can this be done more efficiently?Top SalesPage blog posts of 2023 for a stronger 2024
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
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
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.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?