Partnership will enhance Foreside’s client’s existing sales analytics and reporting capabilities
SalesFocus Solutions, a Fintech leader servicing asset management firms has entered into a partner program with Foreside Financial Group, a global provider of compliance technology solutions and product distribution services to the asset and wealth management industries. The MARS platform involves data collection, sales analytics and distribution reporting over all of Foreside’s business lines including mutual funds, managed accounts, Exchange Traded Funds, DCIO/retirement platforms, UCITs, and alternative providers.
Mark Fairbanks, Senior Managing Director, Foreside said that “We continue to see a client need for timely sales and asset reporting to support their sales efforts. The MARS program gives a cost-effective solution for both large and small asset managers. We are excited about this partnership and the ability to introduce one of the premier providers of asset management solutions to our clients in an economical and efficient manner.”
The MARS platform’s modular nature that incorporates sales analytics and reporting, Salesforce integration, and Customer Relationship Management, 22c-2 compliance management, and data stewardship-related services will enhance the capability of Foreside to give tailored distribution analytics and reporting solutions to meet the unique business requirements of every customer.
Director of Sales and Account Management, SalesFocus Solutions, Dave Halligan, said that like Foreside, even SalesFocus has a history of providing its customers with superior service and innovative offerings to help its clients grow their business. They are looking forward to working closely with Foreside to provide customized, cost-effective, solutions to meet each client’s unique business requirements. The technical flexibility and composure of their MARS platform can give organizations of all sizes with new distribution insights to optimize sales and better position themselves in the marketplace amongst their competitors.
The MARS Platform fluctuates the sales and marketing landscape for easing asset management and gives SalesFocus Solution’s customers an edge by discovering new opportunities to enhance growth. MARS gives the capability to quickly obtain information through the visualization of data. The innovation from MARS design takes business analytics to an enthralling limit by leveraging enhanced data visualization techniques to transform sales, assets, activity data and contacts into relevant and pivotal business insights
