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
Getting past a gatekeeper can be extremely difficult, no matter what the industry. For the asset management industry, you had better bring value. That’s right, VALUE. I think Benjamin Huneke, Managing Director at Morgan Stanley, put it best when he described the process of evaluating strategies to employ for their clients. According to Huneke, when a firm is interested in having their strategy considered, that firm should bring a new product idea to discuss, rather than asking where assets are flowing, and if they can create a product based on those flows. It is more effective and valuable when “sellers” do their homework, identify industry and asset trends, and then approach prospective clients with new ideas based on that research. The bottom line is that you have to bring value to the table when trying to build a relationship. Ask yourself, “What is the value I am looking to deliver when reaching out? Do I have the right message at the right time?”
Traditionally, many asset management firms engaged in blast marketing—spraying their messages far and wide to as many advisors as they could reach. But now, in an almost seismic shift, many in the industry are committed to using logic and intelligence to first understand their targets before actively engaging with them. They recognize the need to present the right message to the right audience. Our clients are more invested than ever before in gaining an advantage in lead distribution and in qualifying leads. As a consequence, sales targeting, third-party data integration, and business intelligence (BI) are crucial pieces in their race to provide sales and marketing teams with timely, accurate, and actionable data.
Segmentation isn’t complicated for everyone in the asset management industry. Our segmentation module is easy to use, and we’ve just added a video course to further support those who add and update segments.