Tech Topics

A Distribution Data Platform: Transforming Your Marketing Outcomes

Asset managers and their marketing teams face a significant challenge: standing out in a crowded market. Marketers are tasked with crafting personalized, impactful campaigns that not only resonate with their audience but also drive measurable results for the sales team. To achieve this level of precision, marketers need more than just creativity—they need access to accurate, aggregated data that can be leveraged effectively to inform strategy and execution. This is where a Distribution Data Platform (DDP) or Customer Data Platform (CDP) becomes invaluable.

Enabling AI: The Importance of a Distribution Data Platform

Properly deployed AI can enable asset managers to leapfrog competitors, but adjusting to the requirements for success with AI is complex. A distribution data platform enables you to prepare for the future.

Timely intelligence drives more productive meetings

After implementing a unified CRM system for both their institutional and intermediary businesses, Hotchkis & Wiley Capital Management sought to better leverage intelligence for more productive client meetings and targeted marketing campaigns. Their objectives were twofold:

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?

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.

Why gated content equals less leads

Should I gate my content or not? That's something all marketer's want to know. Gated content can lower the value of your leads- find out how SalesPage can help!

Retail + Institutional = 360˚ view of your Distribution

Ignites article, Retail, Institutional Data Divide Hurts Sales, highlighted how sharing data and coordinating analytics can help both channels be more effective in their distribution efforts. For teams that have historically been siloed, how do you best go about this? This article guides you through the process starting with how retail and institutional teams function with unique data requirements to how they can work better, together, with actionable analytics in a shared CRM.

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.