DST SalesConnect™

As a hosted and outsourced solution for maintaining and updating financial intermediary trading identifiers, SalesConnect:

• Uses the combined knowledge obtained from providing trade scrubbing services for more than forty mutual fund clients to automatically match trading code combinations to transactions and assets.
• Can be fully integrated with a CRM platform to maintain a record of those transactions and assets associated to the contact information of advisors selling the products of TA2000 fund families.

In addition to providing these services and technology, the SalesConnect product enables DST’s Universal Dealer services group to update new, changing, or transitioning advisor profiles to reflect the most recent trading aliases and contact information associated to any advisor or team.

SalesConnect is the ideal solution for asset managers looking to increase the quality and utility of sales intelligence from multiple distribution platforms while eliminating or reducing the need to maintain internal data cleansing teams.

Learn more about DST SalesConnect.