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.
- The problem
- An AMC's sales team had no systematic way to target which funds to push to which distributor segments.
- What we built
- A targeting module recommending funds by distributor segment and demographic.
- The outcome
- Fund promotion decisions are now data-led instead of relationship-led guesswork.
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.
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