MARS – CRM Solutions for the Financial Services Industry

In today’s turbulent financial market it is essential to gather detailed information on sales performance to gain a deeper understanding of how your transaction activity relates to your business. Are new assets being created or are assets simply flowing between funds within your firm. Which assets are at risk for redemption? You need greater transparency in omnibus sub-accounts and improved visibility into asset flows to get the complete business picture.

Phoenix American’s SalesFocus Solutions offers MARS – the only CRM solution specifically tailored to the business needs of financial services firms. MARS will help your firm to preserve assets, leverage selling opportunities and give you an advantage over your competition.

• Gain business insights
• Identify new opportunities
• Aggregate Sales & Asset Reporting
• Leverage Business Analytics & Intelligence
• Streamline Relationship Management
• Maintain and grow assets
• Reduce operating expenses

MARS – The CRM Solution That Stands Alone
The industry-specific design of MARS combines your firm’s contact information with sales and asset data to provide business insights and facilitate strategic planning by providing the information foundation essential to intelligent decision making.
MARS provides enterprise-wide visibility across your distribution channels, product lines and geographic territories as well as a detailed view of financial transaction activity for specific purposes:

• managing broker/dealer channels
• gaining a deeper understanding of cross-selling opportunities
• identifying top performing firms, offices and reps

Sales and asset reports with specific data selection criteria allow you to customize each report and filter by product, territory, wholesaler, firm, branch, rep, supermarket, advisor, channel, territory and a host of other parameters.

MARS also includes a powerful ad hoc query tool to ensure you can create virtually any report you desire. With MARS your data will always be accurate, reliable and easily accessible.

Through its modular design and powerful capabilities, MARS increases your firm’s sales productivity, reduces operating expenses and supports asset growth.MARS is designed for:

• Asset Management Firms
• Broker/Dealers
• Insurance Companies
• Banks
• Real Estate Investment Trusts (REIT’s)
• Transfer Agents
• Fund Distributers

MARS Customer / Account Module
The MARS Customer/ Account Module imports and resolves account level sales, assets and registration information from the investment company’s record-keeping systems. This module allows you to create customer level contacts within MARS thereby allowing your firm to include information from direct mail, call, email campaigns into MARS.

MARS Discovery-RIA Integration
Through the integration of MARS with Discovery RIA we provide our clients with detailed demographic and contact information on all 25,000+ RIA’s. The MARS Discovery RIA Module provides the ability to find new RIA’s, qualify existing relationships, manage direct mail and email campaigns, conduct in-depth analysis and more.

MARS Data Quality
The MARS Data Quality module provides unparalleled data quality and searching accuracy while overcoming variations due to misspellings, transcriptions, transpositions, acronyms, phonetics, sequence differences, nicknames and many other common errors found in data. The powerful MARS Data Quality Module identifies spelling errors, keyword errors, phonetic errors, missing words, extra words, noise words and word sequence variations.

MARS Document Management Module
The MARS Document Management module provides a document library where all asset management company documents (e.g. selling agreements, word documents, pdf files, images, etc.) are stored, managed and retrieved. This feature provides the ability to view document history for account, product, rep, office and firm as well as to capture and store document revisions.

MARS Profiling and Windows Mobile
Available with MARS v6i is the new multiple windows feature and the new profiling feature for firms, offices, reps, accounts and products.

• The innovative MARS multiple windows feature allows users to view multiple browser windows – simultaneously – so that your team has easy access to business critical information. The MARS multiple windows feature also, provides the ability for rep profiles to pop up in new browser windows while keeping the main MARS browser screen intact. The rep profile pops up as a separate window which can be toggled or minimized as with any open application on the desktop. Within the open rep window, all tasks available on the rep profile can be performed e.g. log call, look at history, drill down on sales, maintenance, move to firm record and more.
• The MARS Profiling feature provides the ability to create custom questionnaires for firms, offices and reps to allow your sales people to capture all essential information including details about your customers and prospects. MARS Profiling lets users create any number of profiles which can be printed and whose responses can be queried. With MARS Profiling, questions and responses can be organized in an easy to use manner and viewed within MARS.