Partnership will enhance Foreside’s clients’ 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 (“Foreside”), a global provider of compliance technology solutions and product distribution services to the asset and wealth management industries. The MARS platform includes data collection, sales analytics and distribution reporting across all of Foreside’s business lines including mutual funds, UCITs, ETFs, managed accounts, DCIO/retirement platforms, and alternative providers.
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“We continue to see a client need for timely sales and asset reporting to support their sales efforts. The MARS program provides a cost-effective solution for both large and small asset managers,” said Mark Fairbanks, Senior Managing Director, Foreside. “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 modular nature of the MARS platform which includes sales analytics and reporting, CRM and Salesforce integration, 22c-2 compliance management and data stewardship-related services will increase Foreside’s ability to provide tailored distribution analytics and reporting solutions to meet the unique business needs of each client.
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Dave Halligan, Director of Sales and Account Management, SalesFocus Solutions said, “SalesFocus Solutions, like Foreside, has a history of providing its clients with superior service and innovative offerings to help its clients grow their business. We are looking forward to working closely with Foreside to provide cost-effective, customized solutions to meet each client’s unique business needs. The technical sophistication and flexibility of our MARS platform can provide firms of all sizes with new distribution insights to grow sales and better position themselves in the marketplace amongst their competitors.”
The MARS Platform continues to transform the sales and marketing analytics and reporting landscape for asset managers and gives SalesFocus Solutions’ clients a competitive advantage by identifying new potential business opportunities to expedite growth. MARS provides the ability to quickly obtain information through the visualization of data. The innovative MARS product design takes business analytics to a completely new level by leveraging enhanced graphical data visualization techniques to transform sales, asset, contact and activity data into actionable business insights.
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