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
Networking, great presentations, illuminating discussions, people who make you think: does it get any better than that? Well, strangely, it does. Attending an event in Chicago this week—MFEA’s Marketing Council, hosted by Morningstar—gave me a new perspective on some of the challenges involved in segmenting data, and really underscored the importance of being able to easily update your segment definitions as the industry changes.
News about POODLE (Padding Oracle On Downgraded Legacy Encryption) broke during the week of October 13. A POODLE attack (yes, a POODLE attack) takes advantage of a design flaw in SSL and can allow a man-in-the-middle, such as a malicious Wi-Fi hotspot or a compromised ISP, to extract data from secure HTTP connections. This data could, in turn, let an attacker do things such as access online banking or e-mail systems.
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.