MARS SalesFocus Solutions Inc | Sales focus
The MARS Compliance Module is an effective tool for increasing oversight across distribution channels and product types and provides a comprehensive 22c-2 and Prospectus solution. With the MARS Compliance solution your firm can rest assured that you have the tools to properly oversee fund and prospectus compliance as well as to identify situations where potentially improper trading may be occurring.
Under our Full Service 22c-2 Compliance Management Service, we:
• Work with our clients to create and maintain custom compliance rules based on rules which are available in the MARS 22c-2 Compliance module.
• Review MARS 22c-2 Compliance reports on our client’s behalf to identify, research and validate each flagged trade.
• Work with intermediaries to request additional information via SDR on trades when necessary.
• Request underlying 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. So if you need a help with Sales Focus Contact us
Contact information
(415) 485-4500
2401 Kerner Boulevard, San Rafael, CA 94901 sfsinfo@sfsmars.com
https://sfsmars.com/
With our assistance, you may locate the information you require to improve your judgments and forge a better course for your business or community. Learn how to use sales analytics to measure and comprehend important data that will help you accomplish your objectives for sales performance.
Your sales data can be viewed and connected with the aid of software and tools for sales analytics.
Sales Analytics gathers individual sales data and combines it into an instant, understandable, and straightforward overview, much like a jigsaw puzzle.
The programme will search through all of the "backup system data" accessible and gather all the data required to build an effective dashboard or report.
MARS SalesFocus Solutions Inc | Sales Intelligence Solution
The MARS CRM supports both the retail and institutional sides of the business and includes asset management industry-specific features such as comprehensive channel/territory management capabilities, profiling, eCampaign & fulfillment vendor integrations, website activity tracking, document management, and overlays MARS CRM and sales data with Google Maps ™ to transform your data into new actionable business insights.
The MARS-Salesforce CRM integration transforms the typical two-tiered Salesforce hierarchy (firm and account) into a three tiered Firm,...
MARS SalesFocus Solutions Inc | 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...
MARS SalesFocus Solutions Inc | Sales analysis tools
MARS aggregates and reconciles data to the lowest level of detail from an unlimited number of investment products such as mutual funds, Managed Accounts, ETFs, DCIO/retirement products, UCITs and alternatives investment products. The breadth and depth of MARS’ sales analytics and reporting capabilities provides business-critical information to executive management, sales, management, finance, operations and compliance groups with asset management firms. So of you need help with sales analysis tools Contact us
Contact information
(415) 485-4500
2401 Kerner Boulevard, San Rafael, CA 94901 sfsinfo@sfsmars.com
https://sfsmars.com/
