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SalesPage and AdvisorTarget now deliver advisor intent data

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.
Territory Management: A Continuum of Complexity

Territory Management: A Continuum of Complexity

The best territory management plans often start simple; real-world pressures and business strategies add complexity. While it would be great to be able to keep it simple, what's really important is a system that easily adapts to your team's needs. Whether you work for a boutique or a large asset manager, your distribution team focuses on relationships or channels that will grow your assets under management. You may also work with third-party distribution partners to handle specific areas or strategies. Each firm manages territories in a unique way, but every firm wants to:

Your guide to effective segmentation

Are you spending more time getting the data right than using it for segmentation? Is your BI team able to leverage a holistic set of current, accurate, and relevant data to help sales and marketing leadership define segments, incentivize, and execute targeted campaigns? Does your sales team have the top targets they should be focusing on for the week? If your data is siloed and your time and resources are limited (who’s aren’t?!) your firm is at risk of inefficiencies and missed opportunities.

With the right data in one place (aggregated and accessible) and the right tools, you can overcome silos to define, measure, and enhance your segmentation strategy over time to achieve your distribution and retention goals. Where to start? Let’s take a step-by-step look at how SalesPage helps you segment more effectively.

Donoghue Forlines gets smarter BI with SalesPage + Envestnet

Business intelligence (BI) professionals got together earlier this year, at a SalesPage client roundtable, to share and learn about data sources, processes, and tools that they and their asset manager counterparts were using to generate insights and make them actionable. As a continuation of that conversation, we’re sharing a case study on how one client, Donoghue Forlines LLC, gained smarter and more timely BI by leveraging the integration of Envestnet Analytics with SalesPage’s distribution data platform, resolution services, and BI solution.
Data considerations ensure a smoother transition in mergers & acquisitions

Data considerations ensure a smoother transition in mergers & acquisitions

You wake up in the morning, scroll through the list of emails that filled your inbox, and scan the headlines. Another announcement of a merger & acquisition that’s being explored or executed. This doesn’t come as a surprise. PwC’s Mutual Fund Outlook notes an expectation that up to 20% of today’s mutual fund firms will be bought or eliminated by 2025. Financial Times article, M&A in 2021: asset management primed for consolidation, explains how we’ll see more of these in 2021 alone. As fewer players get bigger, so does their data and the colossal task of bringing it together to activate it for distribution. In this article, we share data considerations that will help you (as the acquirer) have a smoother transition with your next merger & acquisition.
ETF data – Right-sizing a strategy for gaining intelligence

ETF data – Right-sizing a strategy for gaining intelligence

Exchange Traded Funds (ETFs) are gaining popularity as passive, low-cost, high-performance investment vehicles. While being traded on the secondary market delivers accessibility to investors, you lose transparency on who owns your products. Data providers supply some clues, but challenges arise when you combine multiple sources to gain visibility. In this article, we unpack ETF data—highlighting the benefits and complexities of each source—and recommend three strategies based on where you are in the ETF market. The most effective strategy will right-size the number of sources balanced against the cost of combining them.

Asset Manager Marketing: Pandemic lessons inform future strategies

Think about where we were in March of 2020. At that time, there was a lot of uncertainty about what the next nine months would look like. Many questions and many changes were to come. Based on a recent survey of and Roundtable with our asset manager clients, we may be looking at another 9-12 months where we face similar marketing conditions. What learned lessons can we apply to make the next twelve months more valuable than the last?
Products on platforms? How to solve the visibility problem

Products on platforms? How to solve the visibility problem

Depending on your business you may have multiple products that you are selling directly and through different channels and platforms. Bringing non-Mutual Fund data, such as SMA, UMA, CIT, UCIT, and more, into your ecosystem may present a visibility problem. Let’s look at SMAs (Separately Managed Accounts) as an example, illustrate where the problems arise, and share an approach for how to solve them.
CDPs and distribution data platforms: the best approach to data activation

CDPs and distribution data platforms: the best approach to data activation

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?
Integrating SalesPage and Salesforce for better data and engagement

Integrating SalesPage and Salesforce for better data and engagement

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.