Author Archives: SalesPage

Filter By
Mastering the matrix: Trends in data stewardship and strategy (webinar recording)

Mastering the matrix: Trends in data stewardship and strategy (webinar recording)

Last month, we presented the 2nd webinar in a three-part series about developing and building out your data strategy – Navigate the tide: Master the flow of your client data. In the first webinar, we described establishing a client data platform (CDP) as the foundation for a strong data strategy. After data is consolidated into a single CDP, a strategy for handling data stewardship and for finding a balance between competing internal and industry views can be established. The second webinar dove into the details on mastering the data strategy matrix and trends in the marketplace. Check out this blog post to view clips from the webinar and request a link to the full recording.
Merry & Bright

Merry & Bright

12/21/2018 by
It's that time of year again! It always feels as if the month of December is filled with craziness, like attending five holiday parties in three days and vigilantly watching the tracking information on the gifts you ordered to ensure they arrive on time. The team at SalesPage likes to take the time to reflect and appreciate all the year offered, and give some of it back to our community. One of the ways we spend the holidays is by adopting a local family.

Key benefits of a Client Data Platform (webinar recording)

Last month, we presented a webinar in conjunction with On-Course Advisors’ CRM Forum about the challenges and complexity involved with leveraging the growing amount of third-party and proprietary data, and how a data strategy with a centralized Client Data Platform (CDP) can help. Request the webinar recording today and we'll send you a link!
Talking about single version of truth with DataInnovators (podcast)

Talking about single version of truth with DataInnovators (podcast)

05/29/2018 by
Our very own Chris Poisson, CTO at SalesPage, was a guest on a DataInnvators podcast this week. Libby Hastert, Program Manager at Smith Group Inc. (SGI), facilitated a discussion with Chris about a client data strategy that asset managers can use to establish a single version of the truth.

It’s more than an office, it’s a community

05/24/2018 by
More than an office, The Foundry has a fantastic community and culture that we're thrilled to be a part of! Check out our CEO, Aric Faber, along with our neighbors and fellow contributors to this space: Treystar, City of Kalamazoo, CSM Group, VML, Eckert Wordell, and Millennium Restaurant Group in this fantastic video from Treystar.

Spreading cheer

12/21/2017 by
As 2017 draws to a close, we are thankful to you—our clients, staff, and community—for your partnership. We wish you a happy holiday and a fulfilling and prosperous year in 2018!
That’s a Wrap!

That’s a Wrap!

12/21/2016 by
No better way to wrap up 2016 than wrapping gifts for the family SalesPage adopted this holiday!
Happy Holidays from the SalesPage Team!

Happy Holidays from the SalesPage Team!

12/17/2015 by
In this season of gratitude and hope, we are thankful for the support and friendship of our clients, colleagues, families and friends. May your new year be filled with health, joy and prosperity. May your new year be filled with health, joy and prosperity. From all of us at SalesPage!

Leadership Succession and Transition Plan

02/04/2015 by
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.
Season’s Greetings from SalesPage!

Season’s Greetings from SalesPage!

12/22/2014 by