SalesStation is a turnkey solution for outsourced data management and sales reporting built specifically for boutique-to-medium sized asset managers. We deliver the intelligence you need to make effective business decisions—through custom dashboards, an industry-specific managed Salesforce CRM application, or other business systems critical to your operation.
To intelligently distribute your products, you have to know the sources of your daily flows and assets. SalesStation does the heavy lifting that’s required to get your data right, allowing your teams to focus their time on the highest value activities. We provide outsourced data management, relieving your technology and operations teams from the headaches of stewarding your data and researching contact information for producers who are investing in your products. We deliver integrated data through reports and dashboards, so that your executives and sales and marketing teams can quickly evaluate relationships, sales trends, and results.
With SalesStation, your teams start each workday equipped with new insights they can use to take effective action.
Depending on your business you may have multiple products that you are selling directly and through different channels and platforms. Bringing non-Mutual Fund data, such as SMA, UMA, CIT, UCIT, and more, into your ecosystem may present a visibility problem. Let’s look at SMAs (Separately Managed Accounts) as an example, illustrate where the problems arise, and share an approach for how to solve them.
Mike Nemecek is no stranger to the asset management industry. Having worked as a marketing partner over the last nine years and served as a dually registered rep before that, Mike brings a wealth of experience to the SalesStation team. Check out this video to meet Mike and hear from SalesStation team members about how they plan to partner with him to continue a culture that drives value.
Am I the only one losing sleep because of my fund data? Surely, there must be other asset management distribution professionals who have the same
problems as me.
If this describes you (or someone you know at your firm), then read on. I speak daily with distribution pros from boutique firms to large asset managers,
and they have a lot in common with you. They are all working their way through the same set of questions so that they can stop worrying and start selling more intelligently.
Looking for insights to help focus your distribution efforts? SalesStation helps
boutique-to-medium sized asset managers gain a competitive advantage.
Here’s how SalesStation benefits your executives, sales and marketing teams, third-party distributors, and operations managers:
Outsource data management and act on the best intelligence with SalesStation
Retrieves asset and transaction feeds from transfer agencies, intermediaries, clearing firms, and trading platforms
Consolidates various incompatible data sources into a usable format
Fills gaps in your data with advisor email addresses, phone numbers, team members, and other vital information
Supports custom integration with your critical systems or updates your Salesforce CRM seamlessly
Provides custom and interactive dashboards, allowing you to see your progress and drill down to details
Monitors advisor movement and other changes with sophisticated data stewardship
Facilitates accurate reporting to perform critical oversight through quality assurance.
“We depend on SalesStation every day to support our clients and our sales team. Our internal team has a critical, first thing in the morning assignment to review transactions and share details with the field team. In addition, senior management relies on Quality Sales Reporting for both short-term and long-term trends in our sales data – as we analyze the effectiveness of our sales effort and the impact on assets, flows, and client investment activity. These results then drive our Marketing messages and Sales Team planning.”
Vice President of Sales and Product Development, Saturna Capital
SalesStation has partnered with dynamic asset management firms for nearly 20 years. In 2020, SalesStation became part of the SalesPage family of products for asset managers. SalesPage helps asset managers use data to connect investment products to the clients who will benefit from them most. The SalesPage family of products includes SalesPage Enterprise distribution data platform solutions, SalesStation outsourced data management, Advisor Atlas team data, and LumaSuite data service. SalesPage’s total value combines our industry-specific solutions, a staff with deep industry knowledge, and a close-knit client community who help guide our product development.