Provider Spotlight: Archives
SFN Providers provide commentary and resources for our members. Below is an archive of recent Provider Spotlights.
Why Overcoming Data Integrity Challenges Is So Vital To Investment Firms Today,
January 2011
January 2011
Jill Santandreu, Director of Professional Services, SalesFocus Solutions
Many firms still struggle to obtain timely and reliable data for sales and asset tracking as well as wholesaler compensation purposes. Fortunately, by outsourcing your data cleansing service, it provides clients with a hands-off approach to managing the data cleansing function and significantly improves the quality of the sales and asset data.Leveraging Social Media, November 2010
Jeff Young, Senior Vice President, Huntington Asset Services
Beyond your referral network there is a universe of High Net Worth individuals who are looking for the expertise you practice every day. The problem is they don’t know how to connect with you. Why not lead your prospects and clients to your digital doorway through a smart, low cost social media initiative?What's a Tomato Got to Do with Getting Your Fund Discovered?, October 2010
Dan Sondhelm, Vice President & Partner, SunStar Strategic
Have you ever grown a tomato? If so, you know it’s not as simple as just putting a seed in the ground. In fact, passionate tomato farmers often start their seedlings indoors several weeks before planting season. Once outside, they need a good dose of sunshine and the right amount of water, not to mention great soil, shelter from chill winds and a strong trellis. You get the idea.Investment Companies for the Next Decade, September 2010
Andrew Rogers, President, Gemini Fund Services
The development of ETFs, alternative-style mutual funds, and retailization of hedge funds is changing the landscape of investment companies.