Financial Industry

Filter By
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.
Best approach for cloud migration?

Best approach for cloud migration?

Your IT, operations, and supporting teams are responsible for keeping your system infrastructure, feed management, and data warehouse connected, up-to-date, and well oiled. As requirements for maintaining these become more complex, asset managers are looking for ways to outsource this responsibility. If your firm is considering cloud migration, you may be wondering: What is the best approach?

How does Advisor Atlas provide you with a distinct advantage?

The SalesPage team presented a webinar, From source to CRM: Ingesting and leveraging team data for intelligent distribution, to The SME Forum members and guests last month. As I was listening to the recording, it was clear that asset managers are struggling with business challenges that arise from the lack of team intelligence. Our team articulated in the webinar how we at SalesPage are helping our clients solve those challenges. However, there was one question that I felt warranted a more thorough response. How does Advisor Atlas differentiate itself?

SalesPage COVID-19 Preparedness

By now I am sure you all have been spending much of your time dealing with the COVID-19 ramifications. At SalesPage, we have reviewed our Business Continuity Process (BCP) and confirmed that we are able to meet our commitments during this turbulent time. As part of this process, I would like to share SalesPage's commitment to helping mitigate the risk of this virus to our staff and their families, to our client base, and to the communities we work in. Here are the highlights of the SalesPage BCP plan and our further commitment to our entire SalesPage, SalesStation, Advisor Atlas, and LumaSuite Client Community.
Best approach for data activation? CDP and distribution data platform defined

Best approach for data activation? CDP and distribution data platform defined

In the last 2 years, a new acronym has gained popularity: CDP (Customer Data Platform). Alternatively, SalesPage frequently talks about a distribution data platform. This begs the question—what is a CDP, and how does it differ from what we refer to as a distribution data platform?
Top 6 questions from distribution pros

Top 6 questions from distribution pros

Am I the only one losing sleep because of my fund data? Surely, there must be other asset management distribution professionals who have the same problems as me. If this describes you (or someone you know at your firm), then read on. I speak daily with distribution pros from boutique firms to large asset managers, and they have a lot in common with you. They are all working their way through the same set of questions so that they can stop worrying and start selling more intelligently.

Big changes for advisor teams into 2020

Today, more advisors are members of a functional team than just a year ago. The number of advisor teams continued to grow throughout 2019. The changes in Advisor Atlas data support sole practitioners declining in 2020 and beyond as the population of teams and team members increases. Check out what we saw in 2019 and how you can stay up to speed.
SalesPage and SalesStation unite

SalesPage and SalesStation unite

Our industry is evolving. SalesPage is evolving, too. We're adapting to find more ways to assist asset managers and solve the challenges they encounter. We’re looking ahead and taking steps to help you distribute intelligently and competitively both today and in the future. Adding SalesStation to our family of products allows us to better serve the entirety of the market. Combining these teams expands our wealth of industry knowledge and accelerates innovation, so that more asset managers benefit as a result. We are excited to join forces with SalesStation and to share this news with you! For more details, please read the press release below, and visit www.salesstation.com

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.
LumaSuite delivers data clarity to asset managers

LumaSuite delivers data clarity to asset managers

SalesPage announces LumaSuite, a new service that brings data clarity by standardizing a client’s third-party data according to their business needs.