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Growth and Retention Takeaways from The SME Forum

Past purchases, current assets, advisor team profiles, wholesaler activity, market intelligence, and digital engagement are all data points that contribute to a holistic view of an advisor and can indicate purchase and redemption intent. While asset managers are incorporating some of these signals into their distribution strategy, many aren’t effectively leveraging a full continuum of data. How can asset managers utilize past, present, and future data to enhance their growth and retention strategies?

SalesPage and AdvisorTarget partner to deliver advisor intent data to SalesPage clients

AdvisorTarget continuously captures, profiles, and signals financial advisors’ active buying behaviors based on their daily editorial reading habits on select financial websites like Nasdaq. By bundling their intent data within our Advisor Atlas team data structure you can see searching activity tied accurately to purchase and redemption activity. Provided as a single source that you can input directly to your CRM or data lake, no internal resources are required to bring these multiple, complex sources together. We are excited to partner with AdvisorTarget and to share this news with you! For more details, check out this post.
Territory Management: A Continuum of Complexity

Territory Management: A Continuum of Complexity

The best territory management plans often start simple; real-world pressures and business strategies add complexity. While it would be great to be able to keep it simple, what's really important is a system that easily adapts to your team's needs. Whether you work for a boutique or a large asset manager, your distribution team focuses on relationships or channels that will grow your assets under management. You may also work with third-party distribution partners to handle specific areas or strategies. Each firm manages territories in a unique way, but every firm wants to:

Your guide to effective segmentation

Are you spending more time getting the data right than using it for segmentation? Is your BI team able to leverage a holistic set of current, accurate, and relevant data to help sales and marketing leadership define segments, incentivize, and execute targeted campaigns? Does your sales team have the top targets they should be focusing on for the week? If your data is siloed and your time and resources are limited (who’s aren’t?!) your firm is at risk of inefficiencies and missed opportunities.

With the right data in one place (aggregated and accessible) and the right tools, you can overcome silos to define, measure, and enhance your segmentation strategy over time to achieve your distribution and retention goals. Where to start? Let’s take a step-by-step look at how SalesPage helps you segment more effectively.

Case study: Donoghue Forlines gets smarter BI with SalesPage + Envestnet

Business intelligence (BI) professionals got together earlier this year, at a SalesPage client roundtable, to share and learn about data sources, processes, and tools that they and their asset manager counterparts were using to generate insights and make them actionable. As a continuation of that conversation, we’re sharing a case study on how one client, Donoghue Forlines LLC, gained smarter and more timely BI by leveraging the integration of Envestnet Analytics with SalesPage’s distribution data platform, resolution services, and BI solution.

Broker dealer data packs: Extract value and enable data-driven distribution

want to succeed in connecting their investment products with clients that will benefit from them most while recouping their own investments in the intelligence. When you use data packs with other client and third-party data, it helps build a more holistic view of your clients and prospects so you can analyze, identify, and engage with the right people who are an ideal fit for your products. In this article, we offer guidance on how to get more value from your data spend and enable data-driven distribution.

Risk factors with 22c-2 compliance

Your SEC Rule 22c-2 compliance and risk responsibility, whether it’s a function of an individual or a dedicated team, is to maintain a program that ensures you stay compliant and avoid penalties without putting a strain on your internal resources. This article shares three risk factors asset managers should consider when evaluating your 22c-2 compliance program.

Using BI to identify actionable opportunities

BI professionals from our client community (29 individuals from 16 asset managers) came together for a Roundtable event to discuss how they’re activating data for marketing and distribution. Panelists shared their approaches to evaluating data sources, leveraging analytics tools, and identifying actionable opportunities for their teams. We also sent out a survey after the event with questions about sources and tools and a small but interesting subset of our client community, responded. Here’s what we learned from the event and survey.

Jenny Wolden manages growth as Director of Operations

Jenny Wolden joined our team when SalesPage acquired SalesStation at beginning of 2020 and has been instrumental in combining our firms into a larger more effective unit. Today, I am happy to share that Jenny has been promoted to Director of Operations!

Marketing agility pro tips for asset managers

Earlier this year, we held a client roundtable of 28 asset managers who shared insights into how they have adapted over the last year. An underlying theme that surfaced from that discussion was agility. Being able to quickly pivot to adjust and apply resources to fulfill changing needs for digital content and communication, virtual meetings and events, and advertising and media coverage, were essential to reach their audiences. Marketing professionals are constantly striving to get the most impact with the resources they have available. We went to trusted asset manager marketing partners: Leibowitz Branding & Design, Sondhelm Partners, SunStar Strategic, and Synthesis to understand how they’ve been helping asset managers successfully adapt. This interview-style blog post shares fundamental questions and the marketing partner’s answers. Read on to learn how you can be more agile in your marketing efforts while focusing on and sharing your expertise.