Increase Assets Under Management and Reduce Redemption Risk

Angoss FundGUARD™ is an on-demand predictive sales and marketing solution empowering fund distributors to increase assets under management while reducing redemption risk.

FundGUARD provides predictive analytics capabilities to 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 and delivers a number of key benefits:

• Segment your accounts to optimize sales and marketing strategies - FundGUARD 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 client base is developing over time, and provides you with a solution to optimize your sales and marketing strategies based on the profile of your client segments.
• Increase Assets Under Management and Reduce Redemption Risk - The predictive reporting offered by FundGUARD highlights financial advisors that are most likely to buy or redeem in the near future, allowing sales teams and marketing professionals to target their accounts strategically to either sell additional product or reduce redemptions.
• Manage Technology Costs and Distribute Access to Business Users with Fully Hosted Solution - As fully-hosted software-as-a-service FundGUARD allows you to manage your technology costs while providing remote and distributed teams with familiar, browser-based access to analytics reports, lists and dashboards, with instant visibility to changes in data and a robust set of user-friendly tools to refine searches and generate results. The security model allows you to control who within your organization has access to FundGUARD and control what types of data and features are available to each user.

Comprehensive Feature Set

• Segment financial advisors and clients according to purchasing, holding and redeeming behaviors.
• Leverage predictive lists and reports highlighting accounts most likely to purchase or redeem in the next period.
• Seamlessly integrate actionable prospect detail with Salesforce.com, SalesPage, SalesLogix, Microsoft Dynamics and other CRM platforms, ensuring fast, high impact deployment of advisor analysis and targeting tools to inside and field sales representatives.
• Gain insight on lead coverage, territory and sales performance with management reports and dashboards that combine predictive results and sales data.