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Mars Sales Focus Solution
MARS SalesFocus Solutions: Actionable Business Insights from Customer Relationships
Tom Oprendek, Vice PresidentThe company employs advanced analytics and graphical data visualizations to transform the complex underlying data in the fintech and asset-intensive companies into easily identifiable actionable insights. The company’s MARS product suite is capable of aggregating and housing an unlimited number of investment products such as ETFS, mutual funds, managed accounts, and more from many disparate sources to ensure accurate reporting across all entities.
With a view to complement capabilities of Salesforce platform, the company has developed—The MARS-Salesforce CRM integration—a managed package which is an easy plug-in to a firm’s existing Salesforce CRM solution. MARS-Salesforce CRM integration leverages the capabilities of the MARS Sales system to offer unprecedented business insights to clients so their sales and marketing teams can more readily find new actionable business opportunities. “MARS is a robust transaction processing and analytics engine providing advanced analytics, market or competitive intelligence and data visualizations,” illustrates Oprendek. The integration package assists sales and marketing groups in creating targeted marketing campaigns or identifying new sales opportunities by allowing real-time bi-directional synchronization of sales transactions and assets at the firm, branch/ office and rep levels.
MARS is a robust transaction processing and analytics engine providing advanced analytics, market/competitive intelligence and data visualizations
The MARS channel and territory management capabilities assist clients to reduce sales costs and maximize profits by analyzing sales and assets at granular levels such as Rep/Product as well as identifying top accounts or accounts that may be at the risk of redeeming assets. For instance, MARS product suite aggregates, normalizes, reconciles and standardizes data for ETF providers to extract information from the most detailed level assisting them better identify top producing firms, offices, reps and RIAs, compare ETF sales and asset trends. The product suite also allows ETF providers to perform advanced analytics using heat, segmentation, and location-based mapping. In addition to this, IntelliMARS, company’s mobile solution, provides advanced analytics and data visualizations on iPad and iPhone devices gaining unprecedented business insights to retain assets and improve business growth.
The firm’s Salesforce integration package has been tailored to suit client’s unique business needs. In one engagement, MARS SalesFocus Solutions made a change in the client’s products section along with the firm, office and rep hierarchy to the Salesforce CRM. They also created dashboards and reports based on the MARS sales and asset data pushed to Salesforce where the client’s Salesforce users could quickly obtain key information without having to toggle between multiple systems.
On the way ahead, the company will continue to meet the needs of their customers with innovation, industry expertise, and focus on customer service. “Innovation has been the hallmark of every aspect of the MARS product suite and we are continuously investing in enhancing it,” concludes Oprendek.
SFS Turns Obligation Into Opportunity Leveraging Intermediary DSA/DSP Data for Distribution Insights and Strategic Advantage
Thursday, November 09, 2023
LARKSPUR - MARS SFS, a fintech leader in sales reporting and data analytics for the asset management industry, announces a solution for asset management firms now required to receive financial intermediary Direct Shareholder Activity (DSA) and Direct Shareholder Position (DSP) files via Omni/SERV® or secure SFTP file transfer protocols.
From Optional to Obligatory: DSA/DSP Reporting
Many intermediaries now require fund companies to receive detailed sales data transmissions as a pre-requisite for listing on their platforms. Fund companies are required to receive, process and manage the transmitted files. Only by having a vendor with a connection to Omni/SERV® or by establishing a dedicated SFTP can fund companies receive the required DSA / DSP files. SFS provides funds a secure and efficient means of receiving this data and SFS' MARS Platform provides an opportunity to leverage the data for operational advantage.
From Obligation to Opportunity: The Potential of DSA / DSP Files
DSA/DSP data is abundant in details and offers the potential for valuable insights through data analytics that can inform sales strategy and help to drive new business. The MARS sales reporting and data analytics platform is the industry-leading application designed to leverage this data for maximum strategic value.
Compliance with 22c-2: For intermediaries, the now mandated DSA /DSP files enable them to fulfill SEC Rule 22c-2 requirements. DSA and DSP files, provided by the intermediary to their platform funds, break out the details of individual trades that would otherwise be masked within the fund company's omnibus account.
Sales Insights: For fund companies, DSA and DSP files are a goldmine of data that can be leveraged for ongoing strategic purposes. MARS data analytics reveals sales trends, intermediary performance and investor behaviors. These insights can shape strategic decisions and optimize fund performance. Fund companies can understand where and by whom their funds are being distributed and identify avenues for strategic expansion.
The Way Forward: Leveraging DSA/DSP Data
"Now more than ever fund companies need to be forward-thinking," said Nicole Callies of SFS. "Mandatory DSA and DSP files can give fund companies a competitive edge. The MARS Platform seamlessly ingests DSA and DSP files and applies data analytics to uncover critical hidden narratives within the data."
Company
Mars Sales Focus Solution
Management
Tom Oprendek, Vice President
Description
Enhance the value of SalesForce CRM with data integration, visualization and advanced analytics
