DST Systems, Inc.

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Overview

SalesConnect provides fund companies and real estate investment trust (REIT) sponsors with an end-to-end solution for tracking and servicing financial advisors across their transfer agent and sales organizations. More than 50 asset managers rely on our data scrubbing service to provide daily profile updates and reconcile trades and asset positions from multiple recordkeeping sources including TA2000 and subaccounting platforms.

The data scrubbing service can be delivered through a DST-hosted Web application featuring client relationship management (CRM) and reporting capabilities or as daily data files that are integrated with the client’s downstream sales systems.

CRM

SalesConnect offers an embedded Client Relationship Management (CRM) solution or it can be integrated with a third-party CRM system of your choosing.

Third-Party Integration

Leveraging the data files described in the data management section, we can integrate with a third-party CRM system of your choosing.

Fully Embedded

We offer a DST-hosted CRM application in conjunction with SalesPage Technologies, a third-party provider of CRM solutions. The CRM application is specifically designed for asset managers that distribute products through financial advisors. Best of all, it comes fully integrated with our data management service so your sales and marketing teams have current contact and sales information at their fingertips.

As a hosted solution, asset managers can upgrade to the latest timesaving features without any up-front investment in hardware or software. Additional benefits include a single vendor relationship and a single platform/database for data management, sales reporting, and CRM.

CRM related features include:

Contact management
Calendar and activity tracking
Campaign management
Literature order and tracking
Channel and territory assignments
Personalized dashboard
Mobile device access
Online queries and reports