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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 Systems Re-Engineers SalesStation

CELERA’S NEWLY TIERED SALESSTATION SOLUTION MULTIPLIES MARKETPLACE APPEAL June 8, 2015 Milwaukee, Wisconsin: Following over a year of R&D and beta testing, Celera Systems, a leader in innovative software solutions for asset managers, has announced the official roll out of its newly-conceived and significantly re-engineered SalesStation platform. Celera now offers the SalesStation platform as a multi-tiered […]

Optimizing Literature Fulfillment in Financial Services

Celera Featured in Big Data Newsletter in April Google Search for the Financial Services Industry Background Celera Systems, an IT solutions company based in the Midwest, is a recognized innovator in information technology solutions for major financial services companies. Celera provides comprehensive products and professional services to this market, including a literature fulfillment platform called […]

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 […]

Celera CRM Solutions Manager Receives Award

CELERA CRM SOLUTIONS MANAGER AWARDED CERTIFIED SALESFORCE.COM ADMINISTRATOR DESIGNATION Milwaukee, Wisconsin: Melissa Klein, a key member of Celera Systems, LLC’s CRM team has been awarded the Certified Salesforce.com Administrator designation. Another step in Celera’s ongoing investment in supporting its Customer Relationship Management solution, Klein’s Salesforce.com Administrator designation continues to deepen the professional bench strength of […]