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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.
A fresh new look for Advisor Atlas!

A fresh new look for Advisor Atlas!

As the new owner of AdvisorAtlas, we're focused on making advisor team intelligence more accessible to all asset managers. We're excited to share a fresh new look for AdvisorAlas!

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.
Advisor Atlas expands with SalesPage as new owner

Advisor Atlas expands with SalesPage as new owner

As your partner for more intelligent distribution, SalesPage is continually evaluating how we can innovate and offer the best solutions to our clients. Through this acquisition, Advisor Atlas will be able to leverage SalesPage’s technology and personnel to enhance their data collection, quality, and delivery.
SalesPage and Salesforce – Forging the missing link in the asset management data chain

SalesPage and Salesforce – Forging the missing link in the asset management data chain

For the third and final installment in a 3-part data strategy story, we present a client data platform (CDP) use case: SalesPage and Salesforce: Forging the missing link in the asset management data chain. This white paper explores data challenges from the vantage point of CRM.
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.
Navigate the tide: Master the flow of your client data

Navigate the tide: Master the flow of your client data

In this second part of our 3-part story, we outline how you can choose and implement your client data strategy in the CDP and master the flow of your client data so that your entire organization can reap the benefits. Request a copy of Navigate the tide: Master the flow of your client data to learn how to: 

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!