Strategic Sales Analytics (SaaS)

Strategic Sales Analytics (SaaS)

  • On-demand (SaaS) Business Analytics specifically designed for the Investment Management Industry.
  • Granular Product and Client Insights (including Platform transparency) for Sales and Marketing.
  • Integration with CRM (e.g. Salesforce), CMS and Marketing Automation systems.
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Competitor and Market Share Fund Intelligence - Australia

Competitor and Market Share Fund Intelligence – Australia

  • Strategic Marketing and Sales insights across the entire Australian pooled product universe (approx. AUM value $A1Trillion).
  • AUM and market share analysis, enriched with actual Net Flows & indicative revenues.
  • Timely analysis & reporting, backed by strategic partnership with Morningstar Australia.
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Social Media Intelligence - ‘UK Wealth Management’

Social Media Intelligence – ‘UK Wealth Management’

  • Comprehensive analysis of UK Wealth Management Brand exposure across Mainstream and Social Media.
  • Key insights on latest digital marketing strategies and wider industry influencers.
  • Our listening capability dynamically scans vast ‘reservoirs’ of related web, mainstream and social media activity.
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Remuneration Management Solutions - (SaaS)

Remuneration Management Solutions – (SaaS)

  • On-damand SaaS solutions specifically designed for Investment Management remuneration policies and practices.
  • Multiple control categories for staff including senior management, risk takers, and sales.
  • Flexible management of fixed and variable components of total remuneration, including multi-year deferral of variable reward options.
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Strategic Business Analytics - Managed Service

Strategic Business Analytics – Managed Service

  • Industry leading Sales and Marketing Business Intelligence for Investment Managers - with solutions provided and managed by Fishtank Solutions.
  • Granular Product and Client Insights, including Platform transparency.
  • Compelling outsourced Management Intelligence business case, particularly for Boutique and Discretionary Fund Managers.
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Data Visualisation and Mobile Apps

Data Visualisation and Mobile Apps

  • World class mobile data visualisation, publishing, and security in the Cloud.
  • Transform your data into a simple, engaging, and intuitive experience to help you and your users understand your customers and business.
  • Surround your data with wider context, create an engaging experience, and tell the story behind the numbers.
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