Tech Topics

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.

Broker dealer data packs: Extract value and enable data-driven distribution

want to succeed in connecting their investment products with clients that will benefit from them most while recouping their own investments in the intelligence. When you use data packs with other client and third-party data, it helps build a more holistic view of your clients and prospects so you can analyze, identify, and engage with the right people who are an ideal fit for your products. In this article, we offer guidance on how to get more value from your data spend and enable data-driven distribution.

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?

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?

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.

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!

Talking about single version of truth with DataInnovators (podcast)

Our very own Chris Poisson, CTO at SalesPage, was a guest on a DataInnvators podcast this week. Libby Hastert, Program Manager at Smith Group Inc. (SGI), facilitated a discussion with Chris about a client data strategy that asset managers can use to establish a single version of the truth.

Data—are you riding the crest or drowning?

If you're like most asset managers, you take in many external data sources to augment your existing internal data. Each of those data sources has different data elements, quality, granularity, and format. If you have an antiquated data strategy and ecosystem, getting to the point where you can really use this data to help you get insights and sell more effectively becomes both expensive and unnecessarily complex. What's the solution?

AI and RPA in asset management

After a whirlwind of conferences this fall, I had a chance to flip through my notes and quickly identified one of the most-mentioned buzz words at CRM Forum, 2017 MMI Annual Conference, and MFEA Marketing Council: Artificial Intelligence (AI). I thought it would be worth exploring and sharing the common themes and highlights that resonated across these conferences.