SalesPage Technologies, a leading software company, announced a partnership with Coates Analytics, a PNC Global Investment Servicing company. This collaboration integrates SalesPage Financial solutions and Coates’ Managed Money Dashboard, providing SalesPage clients direct access to Coates’ office-level data intelligence in their SalesPage Financial client relationship management (CRM) application. SalesPage Technologies secured this partnership as part of a continuous product development strategy for empowering their clients to identify and act upon opportunities, improve performance and remain competitive in today’s marketplace.
KALAMAZOO, Mich. (Business Wire EON) November 18, 2008 --
SalesPage Technologies, a leading software company, announced a
partnership with Coates Analytics, a PNC Global Investment Servicing
company. This collaboration integrates SalesPage Financial solutions and
Coates’ Managed Money Dashboard, providing SalesPage clients direct
access to Coates’ office-level data intelligence in their SalesPage
Financial client relationship management (CRM) application. SalesPage
Technologies secured this partnership as part of a continuous product
development strategy for empowering their clients to identify and act
upon opportunities, improve performance and remain competitive in
today’s marketplace.
Eaton Vance Distributors, Inc. is one of the first SalesPage clients to
experience the benefits of integration with Coates. “Direct access to
this level of detailed, meaningful information from within our SalesPage
application enables us to better define target audiences and identify
new opportunities,” said Brian Taranto, vice president and director of
distribution administration. “Our wholesalers can retrieve critical
product performance information before making visits to financial
advisors, thereby enhancing the quality of each interaction they are
having.”
In the spring of 2008, SalesPage and Coates Analytics first engaged in
discussion, and shortly after, established a partnership and began
defining the integration process. With the integration now complete,
SalesPage clients can access Coates data directly though a portal in
SalesPage Financial.
”This partnership will ensure that robust decision-making information
gets to the right people, so that they can make the right choices,” said
Frank Coates, president and CEO of Coates Analytics, a PNC company.
“With this integration, SalesPage clients will be getting a wealth of
data from us, via an easy, one-stop Web portal.”
“Pushing branch, style and product information related to a firm and its
competitors out to wholesalers will allow the wholesalers to critically
evaluate their accounts. That gives them the ability to identify and
prioritize crucial branch office visits,” said Michael Pessetti, vice
president of sales and marketing for SalesPage. “We look forward to
working with Coates and to supplying our clients with solutions that
provide a higher level of client relationship and data management.”
About Coates Analytics, LP, A PNC Global Investment Servicing Company
Coates Analytics prides itself on having a first-hand understanding of
how and why firms use data. It was founded and staffed by financial
services professionals who are experts in sales distribution and
essential business measures. As such, they designed, developed and
continue to improve the Distribution Management System [DMS] so that it
represents the most comprehensive tool available today for distribution
and fund executives who are looking for smarter, more efficient ways to
approach their business and optimize the pathways to success.
PNC Global Investment Servicing (www.pncgis.com)
is a leading provider of processing, technology and business
intelligence services to asset managers, broker/dealers and financial
advisors worldwide. PNC Global Investment Servicing offers fund
accounting and administration, custody, transfer agency, alternative
investment, subaccounting, managed account and wealth management
reporting services, representing more than $2.3 trillion in total assets.
About SalesPage Technologies, LLC
Founded in 1983, SalesPage is committed to providing companies with
effective CRM applications and related technical services. SalesPage
collaborates with each client to plan, build and implement a tailored,
browser-based CRM solution. Each client's solution starts with the
award-winning SalesPage foundation, then integrates the client's own
best strategies, leveraging their existing technology investments and
readily adapting as the client's needs change and grow. The company's
growing list of global business partners for SalesPage solutions
includes Allianz, BlackRock, Eaton Vance, Federated Investors, ING
Funds, JPMorgan, Deutsche Bank, Entergy, Friday Ad, Scottish and
Southern Energy, Twinings, and the University of Central England.
Trackback URL: http://www.prweb.com/pingpr.php/RW1wdC1Qcm9mLUVtcHQtUHJvZi1UaGlyLVNpbmctWmVybw==
|
