Celera Blog

Data scientists - digital data - mutal fund
Data scientists - digital data - mutal fund

Seven Things to Consider When Evaluating Sales Reporting & Data Management Solutions

by Matthew Franey The process of purchasing or evaluating your current sales reporting and data management solution, be it a formal offering or home-grown process, need not be as daunting as it may first appear.  Although such solutions can be inherently complex, establishing a framework for evaluating their various aspects can simplify the process and […]

Mother Merrill Capitulates: Good News for Fund Distributors?

by Matthew Franey As distribution organizations in the asset management industry are all too aware, navigating blind-spots in sales data can be a tricky proposition.  “Know your customer” remains a fundamental tenant of any effective marketer regardless of the product or service being offered, and achieving this level of understanding depends almost entirely upon accurate, […]

Celera Facilitates Hands-On Participative Workshop at NICSA Strategic Leadership Forum

Harnessing Data & Technology to Propel Distribution Efforts Written by Beverly Dube, Vice President of Client Services, at Celera. This post is a recap from the Celera Systems sponsored breakout session at the 2015 NICSA Strategic Leadership Forum. Celera’s Monday afternoon breakout session at NICSA’s Strategic Leadership Forum in Fort Lauderdale used a participative, hands-on […]