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
Too often in today’s business world, we don’t take the time to slow down, get perspective, and think about where things are going, how we can do things better, and why we are doing what we are doing.
Last week I had the opportunity to attend the Strategic Insight Fund Trends (SIFT) conference. Leading up to the event I was working on a number of urgent projects, and thought about sending one of my team members in my stead. Fortunately, I was able to attend and found it was a worthwhile investment of my time.
While we are all busy, it is important that we take the time to:
On June 19, the Financial Industry Regulatory Authority (FINRA) published an Information Notice in which they describe distributed denial of service (DDoS) attacks on several financial service firms by a group known as DD4BC. The firms involved reported to FINRA that the attacks occurred during the first two weeks of June 2015. All attacks followed a similar pattern; the firms were first sent an e-mail message that threatened a DDoS.
What goes into a rep score? How do you use it? How are firms measuring its impact? You may have been asking yourself one or all of these questions if, like me, you were sitting in the audience during the “Rep Scoring: Running from 0 to 100″ session at MFEA’s Digital Council meeting last week.