Master your data with proven validation, quality assurance and transformation for Financial Services.
Choose the Financial Services CRM/data management tools chosen by leading U.S. Mutual Funds companies.
In the cloud as a hosted solution or on your network; choose the SalesPage option that's right for you.
Supplement your primary SalesPage solution or provide a standalone option for field personnel.
SalesPage DataCenter for Managing Data
A targeted sales data management solution for investment management companies that simplifies consolidating sales and entity data, managing territories, reporting sales and displaying this data in other systems.
SalesPage Financial for Managing Relationships
A turnkey data management, sales reporting and CRM solution that delivers the information that helps you connect with clients, whether you sell to intermediaries, institutions, or directly to investors.
In the Cloud or Not: SalesPage Your Way
Choose an on‑demand, hosted solution to be up and running rapidly, with minimal cost. Or implement SalesPage as part of your managed network. Either way, you get a proven solution designed for the investment management industry.
SalesPage was simply the best choice...
Thomas O’Donnell, Vice President, Strategic Marketing/eBusiness, Virtus Investment Partners
From The Blog
You may have experienced, as I have, arriving at work and settling into the morning routine—a cup of coffee in hand while you’re sifting through e-mails; then, it hits you. You check your left and right pockets. You check your computer bag or purse. You go out to your car to look in your center console. With a sinking feeling, you remember leaving your phone on your nightstand. All of a sudden you feel like you’re missing your right leg.
On June 30, the Federal Financial Institutions Examination Council (FFIEC) released a Cybersecurity Assessment Tool to assist institutions in assessing and reducing threats facing them. Along with the assessment, the FFIEC also provided an Overview for CEOs and Boards of Directors, User’s Guide, Inherent Risk Profile, Cybersecurity Maturity rating description, and video explaining the assessment to assist financial institutions. In addition, appendices are provided that include information about mapping the assessment to the FFIEC IT Handbook and the NIST Cybersecurity Framework.
Too often in today’s business world, we don’t take the time to slow down, get perspective, and think about where things are going, how we can do things better, and why we are doing what we are doing.
Last week I had the opportunity to attend the Strategic Insight Fund Trends (SIFT) conference. Leading up to the event I was working on a number of urgent projects, and thought about sending one of my team members in my stead. Fortunately, I was able to attend and found it was a worthwhile investment of my time.
While we are all busy, it is important that we take the time to: