#sales_analytics_software

Sales Intelligence Solution

The asset management industry-specific features of the MARS CRM include comprehensive channel/territory management capabilities, profiling, eCampaign & fulfilment vendor integrations, website activity tracking, document management, and overlaying MARS CRM and sales data with Google Maps TM to transform your data into fresh, actionable business insights. The MARS CRM supports both the retail and institutional sides of the business.

The standard two-tiered Salesforce hierarchy (firm and account) is changed into a three-tiered Firm, Office, and Rep hierarchy by the MARS-Salesforce CRM integration. To guarantee total data integrity, there is a real-time, two-way connectivity between the MARS and Salesforce. The MARS-Salesforce interface makes use of the robust MARS channel/territory administration, data query, and report writing tools in addition to its data storage, aggregation, cleaning, and summarization capabilities. So if you need assistance with Sales Intelligence Solution Contact us

Sales Intelligence Solution

The asset management industry-specific features of the MARS CRM include comprehensive channel/territory management capabilities, profiling, eCampaign & fulfilment vendor integrations, website activity tracking, document management, and overlaying MARS CRM and sales data with Google Maps TM to transform your data into fresh, actionable business insights. The MARS CRM supports both the retail and institutional sides of the business.

The standard two-tiered Salesforce hierarchy (firm and account) is changed into a three-tiered Firm, Office, and Rep hierarchy by the MARS-Salesforce CRM integration. To guarantee total data integrity, there is a real-time, two-way connectivity between the MARS and Salesforce. The MARS-Salesforce interface makes use of the robust MARS channel/territory administration, data query, and report writing tools in addition to its data storage, aggregation, cleaning, and summarization capabilities. So if you need assistance with Sales Intelligence Solution Contact us

Sales Intelligence Solution

The asset management industry-specific features of the MARS CRM include comprehensive channel/territory management capabilities, profiling, eCampaign & fulfilment vendor integrations, website activity tracking, document management, and overlaying MARS CRM and sales data with Google Maps TM to transform your data into fresh, actionable business insights. The MARS CRM supports both the retail and institutional sides of the business.

The standard two-tiered Salesforce hierarchy (firm and account) is changed into a three-tiered Firm, Office, and Rep hierarchy by the MARS-Salesforce CRM integration. To guarantee total data integrity, there is a real-time, two-way connectivity between the MARS and Salesforce. The MARS-Salesforce interface makes use of the robust MARS channel/territory administration, data query, and report writing tools in addition to its data storage, aggregation, cleaning, and summarization capabilities. So if you need assistance with Sales Intelligence Solution Contact us

Sales Analytics Software

The asset management industry-specific features of the MARS CRM include comprehensive channel/territory management capabilities, profiling, eCampaign & fulfilment vendor integrations, website activity tracking, document management, and overlaying MARS CRM and sales data with Google Maps TM to transform your data into fresh, actionable business insights. The MARS CRM supports both the retail and institutional sides of the business.

The standard two-tiered Salesforce hierarchy (firm and account) is changed into a three-tiered Firm, Office, and Rep hierarchy by the MARS-Salesforce CRM integration. To guarantee total data integrity, there is a real-time, two-way connectivity between the MARS and Salesforce. The MARS-Salesforce interface makes use of the robust MARS channel/territory administration, data query, and report writing tools in addition to its data storage, aggregation, cleaning, and summarization capabilities. So if you need assistance with Sales Intelligence Solution Contact us

Sales Analytics Software

Sales focus

A complete 22c-2 and Prospectus solution is offered by the MARS Compliance Module, an efficient tool for strengthening control across distribution channels and product categories. With the MARS Compliance solution, your company may feel secure knowing that you have the resources to correctly supervise fund and prospectus compliance as well as to spot circumstances where perhaps erroneous trading may be taking place.

As part of our Full-Service 22c-2 Compliance Management Service, we: • Work with our clients to develop and update unique compliance rules based on those found in the MARS 22c-2 Compliance module.

• Examining MARS 22c-2 Compliance reports on our client's behalf to locate, investigate, and confirm each trade that has been highlighted.

• Work with intermediaries to obtain more trade-related information via SDR as needed.

• Request the supporting data for omnibus trades, if needed, to perform additional research when the data does not provide the level of detail needed to identify trade information. • Review flagged trades following our client’s compliance break procedures. • Provide activity reports which will provide information on the status and results of each flagged trade being worked.

Sales Analytics Software

MARS gathers and reconciles data from an infinite number of investment products, including mutual funds, managed accounts, ETFs, DCIO/retirement plans, UCITs, and alternative investment products, down to the most minute level of detail. Executive management, sales, management, finance, operations, and compliance groups with asset management organisations have access to business-critical information thanks to the breadth and depth of MARS' sales analytics and reporting capabilities. Thus, if you require assistance with sales analysis tools Message us

Sales Focus

MARS gathers and reconciles data from an infinite number of investment products, including mutual funds, managed accounts, ETFs, DCIO/retirement plans, UCITs, and alternative investment products, down to the most minute level of detail. Executive management, sales, management, finance, operations, and compliance groups with asset management organisations have access to business-critical information thanks to the breadth and depth of MARS' sales analytics and reporting capabilities. Thus, if you require assistance with sales analysis tools Message us

Sales Focus

MARS gathers and reconciles data from an infinite number of investment products, including mutual funds, managed accounts, ETFs, DCIO/retirement plans, UCITs, and alternative investment products, down to the most minute level of detail. Executive management, sales, management, finance, operations, and compliance groups with asset management organisations have access to business-critical information thanks to the breadth and depth of MARS' sales analytics and reporting capabilities. Thus, if you require assistance with sales analysis tools Message us