Financial Industry

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.

Use Teams Data + Advisor IP Matching to target high-value prospects

In the competitive world of asset management, identifying and targeting high-value prospects is crucial for success. Fortunately, two powerful tools—Teams Data and Advisor IP Matching—can work in tandem to help asset managers achieve this goal. By leveraging these datasets, you can gain insights into potential clients actively seeking new investment products, understand their roles within their teams, and build more effective marketing strategies. Layering this data with additional metrics such as AUM, sales, redemptions, distribution expenses, and expense ratios will enable you to calculate profitability scores for advisors more accurately than ever before, resulting in a higher ROI approach to prospecting.

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?

How advisor intent data helps distribution

Asset managers choose SalesPage because we not only provide advisor intent data, but we layer it with advisor team, marketing engagement, and sales data. This aggregated view provides even stronger indicators of who is further along in the purchase funnel and is prime for outreach.

Differentiate with Data and Avoid Expensive Implementations

Differentiating oneself from the competition is the objective of every asset manager. Many are turning to data and technology for help. The top issue for C-suites: Data needs to be aggregated, accurate, and actionable for sales, marketing, and the BI folks that support them, so that it can positively affect customer experiences, as well as the business as a whole. With more asset managers looking to cut costs and outsource, how should you choose your data management solution partners and avoid the risks of botched or expensive implementations?

Marketer’s dilemma

With great content comes great responsibility. If you find yourself asking, “to gate content, or not to gate”, that is not the question – you may be missing an opportunity that gives you the best of both. SalesPage can help.

Top 5 most-read posts in 2022

The top 5 most-read posts in 2022 covered topics including CRM consolidation and integration, extracting value out of data packs and growing the expertise of our team.

Hotchkis & Wiley executives have the pulse of the company at their fingertips

Hotchkis & Wiley was using two separate CRM systems. The need for a single system with high-quality data management was clear to Head of Distribution Tom Hirschmann and Managing Director Mark McMahon. How were they going to plan for such a complex project? What were the risks of downtime or failure? Where were they going to find a partner who understood best practices in the asset management industry? Read their story.

Weathering market swings with sales, top performer, and team data

The market swings from good to bad and sometimes, even sideways. How can asset managers prepare a distribution strategy that will weather market swings? This article shares how a combination of sales, top performer, and advisor team data can help you find opportunities in any market, focus distribution and marketing efforts, and retain and gain A-list clients.