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
At last week’s NICSA Strategic Leadership Forum, one stand-out motivational speaker, Rob O’Neill, shared how he developed preparedness and how that has helped him overcome significant challenges and achieve success. That led me to thinking about how SalesPage and the asset management industry have also worked to be prepared and overcome challenges.
Last October, Bob Gordon, President of SalesPage, announced the first steps in a process of focused growth that we’re undertaking here at SalesPage. This process is centered around SalesPage’s vision to be the most respected and in-demand distribution management partner for the world’s most forward-looking financial companies. Today, we’re announcing our leadership succession and transition plan as the next step in this carefully considered and planned process.
SalesPage partnered with Customer Retention Solutions (CRS), Inc., another Southwest Michigan firm, to build Mortgage Trac™, an innovative opportunity management system. CRS specializes in mortgage retention marketing campaigns for financial institutions; their new product—Mortgage Trac™—is an opportunity management system that provides loan analytics, automated lead generation and campaign management tools, all designed to increase the effectiveness of loan officers.