Author Archives: SalesPage

Elevating 22c-2 efficiency: Self-service vs. full-service with Clarity Compliance

In the world of asset management, maintaining regulatory compliance while efficiently managing resources is a top priority. The challenges of 22c-2 compliance, such as consolidating data from diverse sources and accurately monitoring market timing violations, demand a holistic approach. Data needed for 22c-2 comes from your Transfer Agent, Sub-Accounting systems, Trust Dealers, Intermediaries, and proprietary sources. For non-NSCC sources, a manual process is required to submit requests, obtain the information, integrate, and analyze it. How can this be done more efficiently?

Top SalesPage blog posts of 2023 for a stronger 2024

Welcome to the SalesPage Blog's annual roundup of the top-performing articles of 2023! As we kick off the new year, we invite you to dive into the most engaging content that resonated with our readers throughout the past year.

SalesPage team holiday spirit, giving, and community

As the holiday season approached, the SalesPage team embraced the spirit of giving and community, embodying two of our core values: passion and family, through a festive and charitable spirit week. Our community extends to SalesPage team members, clients, partners, and friends and we wish you all a wonderful holiday! While you're finishing up your work week, enjoy some fun photos of our team members and share in the joy of giving.

2nd year running as Top Workplace by the Detroit Free Press

SalesPage has been awarded a Top Workplaces 2023 honor by the Detroit Free Press.

Timely intelligence drives more productive meetings

After implementing a unified CRM system for both their institutional and intermediary businesses, Hotchkis & Wiley Capital Management sought to better leverage intelligence for more productive client meetings and targeted marketing campaigns. Their objectives were twofold:

From Manual to Automated: Weitz Supports Direct Account and Intermediary Relationships with SalesPage

Weitz Investment Management was facing a challenge: How to improve how they identified, managed, and supported relationships with their Direct Account business. These accounts have no designated advisor or intermediary relationship but come directly to Weitz. Direct Accounts sometimes require more frequent communication and response to both simple and complex requests. To provide this support and grow their business, Weitz sought to create a 360-degree view of both their Direct and Intermediary Clients in one place, their CRM.

Takeaways from data-driven client journey discussion

In today's data-driven world, asset managers face a challenge: How to effectively use data to define the client journey and engage at the right moments to impact buying decisions. To shed some light on this issue, we hosted a virtual panel with industry experts Rob Kenyon, Josh Stauffer, Michael Winnick, and Kevin Rosenfeld.

Strategic alignment ensures a successful step into the ETF market for Touchstone Investments

When Touchstone Investments launched their first two ETFs, they knew they needed to get the data right to ensure accurate reporting and commissioning. This meant refining their data strategy to enable the linking of ETF financials to existing client records and presenting the data in the right ways to return business value. They knew they got it right after the first two months of ETF financials were processed according to plan with few issues encountered. What were the main drivers of this successful outcome?

How advisor intent data helps distribution

Asset managers choose SalesPage because we not only provide advisor intent data, but we layer it with advisor team, marketing engagement, and sales data. This aggregated view provides even stronger indicators of who is further along in the purchase funnel and is prime for outreach.

Differentiate with Data and Avoid Expensive Implementations

Differentiating oneself from the competition is the objective of every asset manager. Many are turning to data and technology for help. The top issue for C-suites: Data needs to be aggregated, accurate, and actionable for sales, marketing, and the BI folks that support them, so that it can positively affect customer experiences, as well as the business as a whole. With more asset managers looking to cut costs and outsource, how should you choose your data management solution partners and avoid the risks of botched or expensive implementations?