FundGUARD™ is an on-demand predictive sales analytics solution for mutual fund distributors looking to increase assets under management while reducing redemption risk.
Historically, mutual fund companies were differentiated by the products they offered. As the market has matured, these companies face a landscape where similar products are available from many competitors. The implication is that, in order to win, companies must now differentiate themselves through superior distribution.
FundGUARD provides predictive analytics capabilities that align sales and marketing strategies according to sophisticated segmentation, purchasing and redemption behavior. Delivered through a business-friendly Web portal, FundGUARD produces insightful dashboards and actionable reports.
Market-leading mutual fund firms are realizing significant benefits by more effectively managing and improving their channel performance:
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Segment accounts to optimize sales and marketing strategies – segments your financial advisors according to how they buy, hold and redeem your investments. By tracking the size of each segment and their average assets under management, FundGUARD provides insight into how your customer base is developing over time and delivers a solution to optimize your channel sales and marketing strategies based on the profile of your customer segments.
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Increase assets under management and reduce redemptions – predictive reporting highlights financial advisors who are most likely to buy or redeem in the near future, allowing sales teams and marketing professionals to target accounts strategically and either sell additional product or reduce redemptions.
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Manage technology costs and distribute reports to business users through a fully hosted solution – a fully-hosted Software-as-a-Service (SaaS) solution allows you to manage your technology costs while providing remote and distributed teams with familiar, browser-based access to analytics reports, lists and dashboards. The security model enables you to control who within your organization has access to FundGUARD and control what types of data and features are available to each user.