Natixis Global Associates chooses SalesFocus for sales and asset reporting

Source: SalesFocus

SalesFocus Solutions, one of the leading providers of Sales Reporting, CRM and SEC Rule 22c-2 Compliance solutions for the financial services industry, announced today that Natixis Global Associates has selected its MARS product for Sales and Asset Reporting.

Diane Whelan, EVP and Chief Information Officer of Natixis Global Associates, said, "Our goal is to provide full sales visibility and analysis for all lines of business and products types ranging from mutual funds to multi-disciplined portfolios and unified managed accounts. MARS clearly provides a technology platform to handle the complexities of our business; Sales Focus provides the partnering relationship and service levels that will accommodate our growing business."

MARS is designed to provide businesses with real-time enterprise-wide visibility into sales, products and relationships. Executives can see their entire book of business across distribution channels, product lines and geographic territories and also drill-down into specific market segments, products and business relationships such as firms, offices, reps and accounts. MARS provides key insights for companies to focus resources, reduce costs and improve productivity and revenue. At the core of MARS is a single data repository that stores information from many data sources (transfer agents, trust, annuity, brokerage sub-accounting, mutual fund supermarket platforms, etc.) and eliminates the cost, effort, and data integrity issues associated with accessing data from multiple systems.

"SalesFocus Solutions made a tremendous effort to learn and understand our business," said John Thompson, Vice President and Director of Business Applications. By using MARS, Natixis Global Associates will gain a powerful business analytic and sales reporting tool to help power their strong business growth.

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