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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, […]