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Asset managers overcome data struggles for distribution wins

Asset managers overcome data struggles for distribution wins

Get the data right first, then build your distribution strategy and infrastructure around it. That was the key theme from a panel I moderated at The SME Forum last month. The topic was inspired by Ignites’ article Data Bytes: Sales Teams Struggle to Use Analytics and panelists shared insights into their progress and some obstacles they have encountered in the pursuit of a data-driven distribution strategy. After having some time to reflect on their insights, here are three approaches asset managers are using to get the data right and use it effectively in distribution.
4 years later: Moneyball lessons learned

4 years later: Moneyball lessons learned

In September 2016, we published a post: Journey to 2020: Asset Managers using Moneyball lesson to grow. Now, just over 4 years later, we revisited the themes discussed in that article to share what we’ve seen and learned.
Managing internal sales teams in a COVID-19 world. Desk Managers share best practices.

Managing internal sales teams in a COVID-19 world. Desk Managers share best practices.

Managing internal sales teams during the pandemic has presented unique challenges as well as opportunities to experiment with new sales and management strategies. SalesPage held a virtual roundtable with over 30 participants, primarily Internal desk managers representing over 20 different SalesPage and SalesStation clients, to share ideas, challenges, and strategies on managing in a COVID-19 world. Let’s review some of the key themes and highlights captured during the discussion.
Living the pledge: Data privacy in 2020 and beyond

Living the pledge: Data privacy in 2020 and beyond

SalesPage advocates for establishing and maintaining best practices designed to meet confidentiality requirements and protect the intellectual property of all parties. We have worked with our clients and industry peers to identify, describe, and adopt those best practices. Read our complete data privacy pledge...
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.