Today, we announce a partnership with Advisor Atlas that marries SalesPage's team management tools with the best team data. With this relationship, we expand our SalesPage offerings and provide a competitive advantage to our client base. Please read this press release for more detail.
After gaining insight on the challenges and successes of marketing professionals in the asset management industry, I want to share some experiences we had helping clients with marketing integration between CRM and mainstream marketing systems out there today: HubSpot, Marketo, and Pardot.
At last week’s CRM Forum, On Course Advisors showcased a panel of professionals from firms that serve the asset management industry. They shared perspectives on how to solve the data-centric challenges that arise with globalization.