Phoenix American Financial Services


Sales and Marketing Solutions for the Financial Services Industry

In today's turbulent financial market the MARS solution will provide your firm with a competitive advantage by providing enterprise-wide sales and marketing visibility across distribution channels, product lines and geographic territories as well as providing the ability to dynamically drill-down into specific market segments, products and business relationships such as firms, offices, reps and accounts. Our clients have the option of using the MARS Sales Reporting and Advanced Analytics system with our real-time, bi-direction link to Salesforce® or with our own industry-specific CRM.

MARS allows you to slice and dice your data for any view or report that you need for sales, marketing, finance and business intelligence purposes. MARS incorporates a number of innovative features.

  • Gain business insights

  • Identify new opportunities

  • Aggregate Sales & Asset Reporting

  • Leverage Business Analytics & Intelligence

  • Streamline Relationship Management

  • Maintain and grow assets

  • Reduce operating expenses


Data Visualization

MARS incorporates graphical data visualization techniques and tools such as Google Maps(tm) to transform your data into actionable business insights. Data visualization makes it easy for sales and marketing teams to determine where to focus efforts. MARS allows you to visualize segmentation as well as identify key sales and marketing metrics via Google Maps such as: top producers, advisors with sales or assets over some threshold amount, advisors with no new purchases within some time frame, cross-selling opportunities and much more.

Market Intelligence

MARS complements and enhances your sales and asset data with data from market share, competitive intelligence, and RIA data providers to reveal new sales and marketing opportunities. MARS allows you to know exactly where you stand against your competitors and to devise ways to gain additional market share.

Data Aggregation & Reconciliation

MARS transforms raw data from transfer agents, financial intermediaries, retirement plan platforms, sub-accounting firms, separately managed accounts, fund supermarkets, alternative investments, annuities & life products and ETF data providers into a knowledge base that provides unique insights into your business.

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.

Channel & Territory Perfection

MARS provides deep insights into the most effective distribution, channel and geographic territory management to reduce sales costs and maximize profits. Slice and dice your business data into whatever distribution channels, geographic territories and reporting exceptions work best for your business.