MARS SalesFocus Solutions Inc | 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.
So if you need help with Sales Focus Contact us
Contact information
(415) 485-4500
2401 Kerner Boulevard, San Rafael, CA 94901 sfsinfo@sfsmars.com
https://sfsmars.com/
MARS SalesFocus Solutions Inc | Sales analysis tools
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
Using MARS, you may identify new sales leads more rapidly and make more effective sales calls, enhancing the sales performance of your company. MARS was developed to make it easier for busy executives and active sales teams to comprehend data visualisations on iPads and iPhones. MARS provides unique, industry-specific features.
Contact information
(415) 485-4500
2401 Kerner Boulevard, San Rafael, CA 94901 sfsinfo@sfsmars.com
https://sfsmars.com/
MARS SalesFocus Solutions Inc | Sales analytics
Relationship marketing methods aim to enhance user experience and
increase sales effectiveness rather than merely increase sales.
Technically speaking, marketing is the antithesis of a transaction, where the goal is to draw in new clients and sell them on the company's goods and services. It might be a good idea to do this. You are a business after all, and you require funding to operate.
However, this marketing strategy is more concerned with individual sales data than it is with the consumer base that already exists.
Contact information
(415) 485-4500
2401 Kerner Boulevard, San Rafael, CA 94901 sfsinfo@sfsmars.com
https://sfsmars.com/
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...
