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
Security is an ongoing concern, particularly in regard to the financial world. As new security vulnerabilities like Shellshock surface, each with the potential to affect thousands of systems, SalesPage responds.
Today we are rolling out strategic changes that will reinforce our commitment to the asset management industry and support our plans for growth. SalesPage will continue to focus on expansion within the asset management industry. To support this strategy, we have added a Chief Operations Officer, and two long-time SalesPage staff members are assuming new roles as Chief Security Officer and Director of Technical Development.
I hope you enjoyed your summer; now it’s time to get back to work! Here at SalesPage, we’ve been preparing for a wealth of upcoming events. Here’s what’s on tap for the rest of this year.