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
Automating business logic and workflow is impactful to a firm’s growth potential, but also to an individual’s productivity. To get this right, we recommend starting with data.
When onboarding new clients or enhancing projects with existing client partners, SalesPage’s focus is on getting the data right. In the asset management industry, there is A LOT of data. Most of it exists in silos, which makes the data difficult to leverage through multiple departments. CRM related activity, such as notes, calls, emails, etc., is just one layer of data (or layer of cake, depending on your view) – however, there is much more…
The ability for everyone to come together at events like the ones I recently attended not only provides us an opportunity to learn from others, but it also builds camaraderie that can be leveraged throughout the year and our careers. Being able to reach out to your peers at any point for advice and counsel is invaluable. Being able to fiercely compete with each other, but at the same time, help each other when possible, makes work so much more enjoyable. Most importantly, when we learn from each other, the biggest winners are the clients whom we serve.
We are having quite a second quarter thus far, with many of our team members traveling to the east and west coasts (and points in between) to participate in a number of great industry events. Please take a quick tour of where we’ve been, where we’re headed, and what we are and will be learning along the way!