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
Technology and tools that enable sales and business development testing to find best practises, simplify corporate procedures, and boost organisational productivity. To guarantee that your software offers the leads, analytics, and insights you require to enhance your business and efficiency, keep your system optimised. People that support system setup and development for success strategize and update within the CRM and BD and Sales analysis tools Technology stacks in collaboration with Sales Technology, Marketing, Sales, Business Development Management, and BPR executives.
Contact information
(415) 485-4500
2401 Kerner Boulevard, San Rafael, CA 94901 sfsinfo@sfsmars.com
https://sfsmars.com/
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 analytics Solutions
IntelliMARS guarantees that the sales organisations of our clients are more effective at finding new sales prospects, more prepared for each meeting, and capable of making more effective sales calls. Using data visualisation on iPad and iPhone devices, IntelliMARS allows busy executives and dynamic sales teams to swiftly get information. IntelliMARS offers cutting-edge, business-specific features like:
View information about the company, office, rep sales, assets, and activities.
Using the "Rep Near Me" tool, which shows...
