Enterprise integration

Integration that brings cohesion and alleviates the headaches caused by the proliferation of systems, data sources, and disciplines you face.

enterprise integration graphic

Bringing it all together

Integrating today’s enterprise is a challenging endeavor. Asset managers are presented with a host of third-party data sources ranging from data packs, transfer agent data, market share sources, broker-dealer enrichments, prospecting sources, and supplemental financial sources. A number of systems need access to this data, including CRM, marketing, analytics, compensation, expense management, literature fulfillment, and more.

Beyond this web of data and systems integrations are the people and departments who are attempting to work through a similar web of processes and communication. The challenges of the IT world are also faced by the employees of the firm. Ultimately, all types of integrations—from data, to systems, to processes, to business—need to be brought together and streamlined to optimize the function of the enterprise.

SalesPage understands these challenges, and our client data platform can help bring a unified vision of your enterprise to life.

Monitor & Track

Data integration

The key to business intelligence and increased revenue comes from owning, understanding, integrating, and using all available data. We focus on data sources specific to the asset management industry. The SalesPage client data platform uses an established suite of ETL jobs built for the data sources most widely encountered in this space, so we are able to quickly and efficiently onboard and integrate new data sources into your enterprise. SalesPage acts as the firewall for data coming into your firm.

Here’s a sample of the types of data we integrate with:

Process integration

Eliminate back-and-forth emails or cumbersome workflows. We understand asset management processes, and have built-in functionality to facilitate intra-departmental workflow.

In all SalesPage products, notifications triggered by data imports alert you to big tickets and first tickets so that they can get the attention they merit. If you’re leveraging our asset management CRM:

  • Sales managers can push campaigns directly to wholesalers.
  • Externals and internals can collaborate through SalesPage to coordinate their activities.

All of this happens transparently and automatically, allowing you to focus on what you need to do, not on managing the process.

System integration

While many firms use SalesPage for a whole host of enterprise functions, others use separate applications for CRM, marketing, expense tracking, analytics, compensation, literature fulfillment, and more. These systems require data from each other to function at their best. We have established integrations for many of the major applications used by asset managers. Using our client data platform, integrations between your systems can be quickly implemented using business processes specific to your firm. 

We can also enhance the benefit from data available in your upstream systems. With an assortment of integration options available, SalesPage can consume that information and use it to enrich the data already contained within each system.

Here’s a sample of the types of systems we integrate with:

Business integration

Break down the silos. Asset managers have multiple groups (sales, marketing, data operations, analytics and reporting groups, management, and more) all working towards the same end. Communicating and coordinating efforts, data, and technology between these groups is an ongoing challenge.

SalesPage was built with business integration in mind. Here are some examples of how different groups use our client data platform to coordinator their efforts:

  • Wholesalers can request services from data operations or analytics directly from the application, or explore the results from the analytics group directly within SalesPage.
  • Marketing can feed new and relevant leads to sales, to help them target and segment their territories more effectively.
  • National sales can feed agreement and focus information to wholesalers within the same application they use.
  • Management has a seamless view of operations for all distribution teams at a glance.

SalesPage can bring all of these groups together through a client data platform that ensures everyone is working together seamlessly and efficiently.

Want to learn more about how we can help you bring it all together?