Blog|SalesPage Technologies

That’s a Wrap!

SalesPage — Wed, 21 Dec 2016 15:55:03 +0000

No better way to wrap up 2016 then wrapping up gifts for the family SalesPage adopted this holiday!

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Expressing Thanks

Aric Faber — Wed, 23 Nov 2016 21:11:44 +0000

This year our SalesPage team chose to express our thanks by supporting two local organizations. Our ability to give back to our community would not be possible without the loyalty and support of all of our clients. A key to success is to spend time doing what you enjoy and working with talented and enjoyable people. At SalesPage we are fortunate to have a great group of clients that are key to our success. Thank you for the confidence and trust that you place in us every day!

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SalesPage Leader Receives WMU Award

Aric Faber — Thu, 13 Oct 2016 18:15:49 +0000

A leader is only as good as the team that surrounds them. At SalesPage, we are focused on attracting the highest quality individuals who will both enhance our existing team and increase the value that we are delivering to our clients. Jen Rutledge, our SalesPage COO, was selected by Western Michigan University (WMU) to receive the Department of Business Information Systems Outstanding Alumni Award. This award was presented to her at a ceremony during WMU's Homecoming, October 7, 2016.

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Journey to 2020: Asset Managers Using Moneyball Lessons to Grow

Aric Faber — Tue, 27 Sep 2016 10:00:45 +0000

In Moneyball, the Oakland Athletics changed the way they scouted and valued players. Through the use of data, they were able to redefine the game and compete with the Yankees and Red Sox, who had budgets that were many times larger. Just as major league baseball executives and scouts had to change the way they think about the game, so too will wholesalers and sales management about asset management distribution. Those who adapt quickly will put themselves in a position to compete and win within an increasingly complex and competitive market.

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Events – Wrapping Up 2016

Angela DeYoung — Wed, 14 Sep 2016 15:19:26 +0000

While the last day of summer isn’t until September 21st, I’ve already enjoyed my first pumpkin spice latte and am excited to share some details on the events SalesPage has coming up this fall! Here is a quick rundown of the hot topics being featured at events starting next week through the end of the year.

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Big Data, Best Sources, Getting Data Right

Ana Evans — Wed, 31 Aug 2016 10:00:15 +0000

My morning news feed always has a headline or two regarding big data. Many asset managers rely on multiple third-party FOR (firm/office/rep) data sources—SalesConnect, Discovery, Meridian IQ, RIA Database, and others—as supplements to the data in their CRM and marketing systems. The more sources that are employed, the bigger the big data gets. This additional level of complexity brings with it new questions and hurdles to overcome.

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SalesPage Welcomes Ivy Distributors to Our Client Community!

Aric Faber — Mon, 11 Jul 2016 10:30:52 +0000

I am thrilled to announce that Ivy Distributors has joined the SalesPage Client Community. Every time we add another investment management firm to our community, they help improve our SalesPage offerings and value to our entire client base. We appreciate all of the support we received from many of our existing clients as Ivy moved through this decision-making process! For more details on why Ivy selected SalesPage and the services we will be providing please read the attached press release.

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New Version of SalesPage to Revolutionize How Asset Managers Work

Christopher Poisson — Thu, 02 Jun 2016 15:29:09 +0000

I am pleased to share some exciting news – SalesPage has officially launched SalesPage 6. This latest version represents a significant evolution in SalesPage products and provides asset managers with a distinct advantage in managing their distribution efforts. I’d like to highlight some existing features of SalesPage, now combined with new elements of SalesPage 6, which together deliver the ideal solution for asset managers.

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Have Your Cake and Eat it, Too—Logic and Workflow Automation

Dan Scafe — Mon, 23 May 2016 11:00:46 +0000

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...

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The Power of Camaraderie

Aric Faber — Mon, 25 Apr 2016 20:32:03 +0000

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.

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