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Detroit Free Press names SalesPage as a Top Workplace

11/21/2022 by
Anonymous employee feedback gathered through a third-party survey contributes to SalesPage being honored as a Top Workplace by the Detroit Free Press. We are thrilled to celebrate our team!

Graziano joins SalesPage

We’re delighted to inform you that Steve Graziano, an accomplished industry leader, has joined SalesPage as a Special Advisor to the CEO, Aric Faber. In this role, he will provide SalesPage counsel on navigating ongoing changes in the industry, use his experience to inform SalesPage’s future product development, and enrich our relationships with industry leaders. All of which will increase the value that SalesPage is delivering to our clients. For more details, please read the press release below.

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.

SalesPage and Discovery Data partner to provide enhanced advisor intelligence within the SalesPage platform

Discovery Data is a well-respected partner in the asset management industry with regard to firm and advisor data. By bundling their comprehensive broker dealer (BD), RIA, and advisor profile data within the Advisor Atlas team data structure, asset managers have a more in-depth and complete view of their client database. Leveraging this data within the SalesPage platform ensures lower cost, quicker delivery, and data usability for your sales, marketing, analytics, and business intelligence teams. We are excited to partner with Discovery Data and to share this news with you! For more details, check out this post.

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!
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.
Value culture continues – Mike Nemecek welcomed to SalesStation team

Value culture continues – Mike Nemecek welcomed to SalesStation team

Mike Nemecek is no stranger to the asset management industry. Having worked as a marketing partner over the last nine years and served as a dually registered rep before that, Mike brings a wealth of experience to the SalesStation team. Check out this video to meet Mike and hear from SalesStation team members about how they plan to partner with him to continue a culture that drives value.
Advisor Atlas team expands to help clients achieve goals

Advisor Atlas team expands to help clients achieve goals

Michael Tarn joins SalesPage Technologies as Business Lead to Advisor Atlas. Leveraging his background in statistics and business, Michael will seek to generate additional value and insights out of Advisor Atlas team data and deliver those to clients. Check out this video to meet Michael and learn more about SalesPage's growth and additional value that will be delivered to our client community.

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.