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).
- The problem
- An AMC's distribution team had no live view of trail commission cost against distributor performance.
- What we built
- A live dashboard surfacing trail-commission overview and rate-disparity risk automatically.
- The outcome
- Trail commission cost has stayed proportionate while AUM in targeted funds grew (described directionally).
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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