DST Systems, US-based technology-based service solutions provider, has rolled out a new asset persistency scoring system for asset managers to make better sales, marketing, and product decisions.
Operating as part of DST’s SalesConnect Enterprise platform, the new solution has been designed to identify how long distribution partners retain their assets.
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The new capability allows mutual fund companies to identify an advisor’s historical investing profile, monitor negative trends to recognize at-risk relationships, and improve product development decision-making via product-level analysis.
DST said that its SalesConnect Enterprise provides a range of modular analytics and reporting tools by combining sales and asset data from multiple distribution platforms.
Additionally, the new platform will enable asset managers to look for future analytics capabilities within DST SalesConnect Enterprise.
The SalesConnect Enterprise provides distribution companies and their marketing units the ability to predict the most likely future investment behavior of an advisor and their firms.
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By GlobalDataAccording to Rick Niedt, officer of distributor technologies for DST, the first module of SalesConnect Enterprise will allow asset managers to identify profitable distribution relationships by calculating their persistency scores.
