Sell Smarter with fundPRISM

fundPRISM software is designed for asset management firms seeking to maximize the effectiveness of their front-line wholesalers. It is an operational solution that makes ongoing recommendations to wholesalers on which advisors to contact, at what frequency, and with what messaging. With its powerful predictive analytics, rapid deployment timeline and seamless CRM integration, fundPRISM delivers immediate productivity gains for your firm’s wholesaling team.

Intelligent Targeting

Wholesalers rely on fundPRISM to rank advisors in their territories, identifying current and prospect advisors most likely to buy or redeem your asset management offerings. fundPRISM analyzes historical data (e.g., advisor transactions, CRM data, website visits) to uncover selling and behavioral patterns and ‘predict’ future advisor actions. Wholesalers benefit from data-driven guidance on the optimal coverage strategy, with advisor-level recommendations on contact frequency.

Contextual Conversations

Through predictive analytics, fundPRISM arms wholesalers with relevant, timely and dynamically-updated talking points for each advisor interaction. Informed wholesalers sound more confident, credible and compelling. They gain access to more advisors and convert more meetings into new fund sales. Generating a robust, data-driven advisor segmentation, fundPRISM enables wholesalers to tailor messaging to the specific needs of each advisor. For example, they can propose specific funds to advisors most amenable to broadening their relationship with your asset management firm. Conversely, they can proactively suggest a replacement fund to advisors most likely to place a near-term redemption.

Measurable Execution

fundPRISM delivers reporting that enables managers to identify successful selling motions and assess each wholesaler’s activity and performance relative to peers. For example, a Regional Sales Manager can pinpoint that an otherwise successful wholesaler is struggling to sell the firm’s newest funds. As opposed to providing generic feedback, the manager would street the wholesaler to specific advisors who would be most receptive to these funds. Data-driven coaching creates broader institutional knowledge, enabling sales leadership to identify and disseminate winning advisor outreach strategies and best practices across the entire organization.