Asset Management

Increase Assets Under Management and Reduce Redemption

As the market matures, mutual fund 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.

Predictive analytics leverage an organization’s business knowledge by applying sophisticated data analysis techniques to enterprise data. As a result, mutual fund companies are able to build optimal strategies for customer acquisition and retention, upsell and cross-sell, fraud detection and performance improvement.

 

How Angoss Helps Asset Management Companies

OPTIMIZE SALES & MARKETING STRATEGIES

Improve the performance of your sales personnel

Angoss advanced analytics will improve sales performance by:

  • Segmenting advisors by current purchase, cost to serve, future value, wallet share, monthly transactional and activity data to allow for more tailored marketing and sales coverage
  • Identifying next best fund for up-sell and cross-sell
  • Aligning sales coverage to those most likely to purchase
  • Deliver improved, data driven sales targeting and results tracking

Angoss analytics provides insights into how your customer base is developing over time and delivers a solution to optimize their channel sales and marketing based on the profile of the customer.

INCREASE ASSETS UNDER MANAGEMENT

Target those financial advisors who are most likely to buy

Angoss solutions enable accelerated growth in net assets under management by:

  • Increasing customer lifetime value by understanding factors that increase advisor likelihood to grow in a given fund or across all funds
  • Targeting advisors of newly acquired companies to transfer fund holdings
  • Understanding value drivers of long term positive outcomes for newly acquired advisors
  • Mining your transactional and sales activity data to predictive which advisors will buy, what they will buy, and when they will buy

Angoss predictive analytics solutions for asset management enables decisive action required I today’s fast-paced world, enabling you to out-maneuver your competition.

REDUCE REDEMPTIONS

Proactively & strategically target advisors who are most likely to redeem in the near future

Angoss predictive analytics leverage an organization’s business knowledge by applying sophisticated analysis techniques to enterprise data, enabling them to:

  • Proactive detection of highest redemption risks
  • Support strategies for addressing and reducing redemption behaviours
  • Incorporate redemption alerts into day to day strategies
  • Analyze the impact of your sales and marketing strategies on stemming the flow of or accelerating redemption

Reduce asset redemptions through proactive detection of highest redemption risks, with support for strategies needed to address and reduce redemption behaviors.

“Our implementation experience with Angoss was excellent. FundGUARD was live and in production within weeks,” recalled the Project Manager. “Our sales team – the largest project stakeholder – was quick to recognize the value of the solution.”

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Resources

Read how this company significantly boosted AUM while improving their sales management process

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FundGUARD offers a diverse set of advanced analytics modules for marketing and sales effectiveness in the mutual fund and wealth management industry

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This paper explores how predictive analytics leverage an organization’s business knowledge by applying sophisticated data analysis techniques to enterprise data

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