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Navigate the tide: Master the flow of your client data

Navigate the tide: Master the flow of your client data

In this second part of our 3-part story, we outline how you can choose and implement your client data strategy in the CDP and master the flow of your client data so that your entire organization can reap the benefits. Request a copy of Navigate the tide: Master the flow of your client data to learn how to: 
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.
Data—are you riding the crest or drowning?

Data—are you riding the crest or drowning?

If you're like most asset managers, you take in many external data sources to augment your existing internal data. Each of those data sources has different data elements, quality, granularity, and format. If you have an antiquated data strategy and ecosystem, getting to the point where you can really use this data to help you get insights and sell more effectively becomes both expensive and unnecessarily complex. What's the solution?
AI and RPA in asset management

AI and RPA in asset management

After a whirlwind of conferences this fall, I had a chance to flip through my notes and quickly identified one of the most-mentioned buzz words at CRM Forum, 2017 MMI Annual Conference, and MFEA Marketing Council: Artificial Intelligence (AI). I thought it would be worth exploring and sharing the common themes and highlights that resonated across these conferences.

Preparing for challenges with globalization

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.
Single source of truth: accurate data delivered to Salesforce

Single source of truth: accurate data delivered to Salesforce

A couple of the major challenges with using Salesforce for retail distribution are that Salesforce’s architecture doesn’t fit the intermediary firm, office, and rep (FOR) structure, and Salesforce does not come with an engine to manage and process data. Let me tell you a story about how we helped a firm integrate Salesforce with our SalesPage Enterprise solution to create a single source of truth for their data.

Data on Device: A Here-And-Now Trend for Asset Managers

Picture this: You’re a top-performing external wholesaler with a territory that includes San Francisco. You have back-to-back meetings with three individual reps who work on different floors in the same building. After meeting with the first rep, you walk into the elevator and push the button for the floor on which the second rep works; you pull out your mobile device to look up a sales report for crucial information that can help you close the deal with that second rep—only to discover that you don’t have service in the building. Without that rep’s data available to you, you have a sinking feeling that you’re toast. But at this point, you don’t have a choice; you just have to move forward and hope that you’ll be able to close the deal—even without the data that would have made your life easier and your deal more certain.

Cybersecurity Assessment Tool from the FFIEC

On June 30, the Federal Financial Institutions Examination Council (FFIEC) released a Cybersecurity Assessment Tool to assist institutions in assessing and reducing threats facing them. Along with the assessment, the FFIEC also provided an Overview for CEOs and Boards of Directors, User’s Guide, Inherent Risk Profile, Cybersecurity Maturity rating description, and video explaining the assessment to assist financial institutions. In addition, appendices are provided that include information about mapping the assessment to the FFIEC IT Handbook and the NIST Cybersecurity Framework.
So You Think Your Password is Hard to Crack …

So You Think Your Password is Hard to Crack …

The problem ... is managing so many different complex passwords. Hopefully, you aren't writing them down on an easily accessible piece of paper, as was common practice in the fictional high school ... in the movie WarGames.

RIA Cybersecurity

... on April 28, the Securities and Exchange Commission (SEC) Division of Investment Management released the IM (Investment Management) IM (Investment Management) Guidance Update on the importance of cybersecurity; this publication lists some of the considerations that registered investment companies (funds) and registered investment advisers (RIAs) should review due to rapidly evolving cybersecurity risks.