An AMC's national sales head had no visibility into distributor concentration risk across geographies.
Concentration and rate-disparity risk now surfaces automatically instead of requiring a manual audit.
- The problem
- An AMC's national sales head had no visibility into distributor concentration risk across geographies.
- What we built
- Distributor-wise performance and concentration analytics with month-over-month trend tracking.
- The outcome
- Concentration and rate-disparity risk now surfaces automatically instead of requiring a manual audit.
Case studies are anonymised at the client's request. Outcomes describe what changed operationally rather than claiming attributed financial figures — we'd rather under-state a result than dress one up.
The product behind this
Know which funds to push, and which distributors are earning it.
Which funds to push, to which distributors and geographies, plus live trail commission, distributor performance and concentration analytics for AMC sales teams.
More Distribution Analytics case studies
An AMC's distribution team had no live view of trail commission cost against distributor performance.
Trail commission cost has stayed proportionate while AUM in targeted funds grew (described directionally).
Read →
An AMC's sales team had no systematic way to target which funds to push to which distributor segments.
Fund promotion decisions are now data-led instead of relationship-led guesswork.
Read →
Have the same problem?
Most engagements start as a single product on a single workflow, with a measurable result inside 8–12 weeks.