SalesFocus AI Enhances ETF Sales Analysis for Providers
News related to:SalesFocus Solutions · 3 min read
SalesFocus Solutions, a fintech leader in Distribution Intelligence and Master Data Management (MDM) for asset management firms, has introduced MARS AI to provide ETF providers with a more comprehensive view of sales and growth opportunities. Since 2017, SFS’ clients have used MARS to consolidate ETF data from multiple sources into one environment for analysis, reporting, reconciliation, and distribution intelligence. MARS supports both standard and custom data feeds and processes ETF data from sources including third-party holdings and flows, dealer and distributor data packs, 13F data providers, market share data providers, custodians, and custom data sets and interfaces.
SFS cleans and standardizes the data so clients can use it confidently for channel and territory assignments, ETF sales analytics, reporting, CRM integration, and complex AI-supported analysis.
For ETF Providers and asset managers, the MARS system, along with SFS’s data cleaning services, provides business benefits such as unified visibility, greater transparency, CRM-ready data, and automated alerts. MARS isn’t limited to ETFs; firms can consolidate and analyze activity across products including mutual funds, model portfolios, managed accounts, UCITS, UMAs, SICAVs, CITs, interval funds, DCIO/retirement products, and alternative investments.
At the foundation of SFS’s MARS AI™ and its ETF reporting is a commitment to data accuracy. Utilizing client-specific data cleansing processes, extensive data libraries, and proprietary algorithms refined over more than two decades, MARS identifies and eliminates inaccurate, incomplete, and duplicate records before they impact reporting, analytics, and business decisions. The result is a trusted source of distribution intelligence that empowers firms to target the right advisors, teams, and opportunities to drive growth in assets under management.
SalesFocus Solutions, a fintech leader in Distribution Intelligence and Master Data Management (MDM) for asset management firms, has introduced MARS AI to provide ETF providers with a more comprehensive view of sales and growth opportunities. Since 2017, SFS’ clients have used MARS to consolidate ETF data from multiple sources into one environment for analysis, reporting, reconciliation, and distribution intelligence. MARS supports both standard and custom data feeds and processes ETF data from sources including third-party holdings and flows, dealer and distributor data packs, 13F data providers, market share data providers, custodians, and custom data sets and interfaces.
SFS cleans and standardizes the data so clients can use it confidently for channel and territory assignments, ETF sales analytics, reporting, CRM integration, and complex AI-supported analysis.
For ETF Providers and asset managers, the MARS system, along with SFS’s data cleaning services, provides business benefits such as unified visibility, greater transparency, CRM-ready data, and automated alerts. MARS isn’t limited to ETFs; firms can consolidate and analyze activity across products including mutual funds, model portfolios, managed accounts, UCITS, UMAs, SICAVs, CITs, interval funds, DCIO/retirement products, and alternative investments.
At the foundation of SFS’s MARS AI™ and its ETF reporting is a commitment to data accuracy. Utilizing client-specific data cleansing processes, extensive data libraries, and proprietary algorithms refined over more than two decades, MARS identifies and eliminates inaccurate, incomplete, and duplicate records before they impact reporting, analytics, and business decisions. The result is a trusted source of distribution intelligence that empowers firms to target the right advisors, teams, and opportunities to drive growth in assets under management.
Trusted by top 100 AUM asset managers, SFS continues to innovate and provide cutting-edge solutions for the evolving financial landscape. More information about SFS can be found at: www.sfsmars.com.