The only fully integrated 22c-2 Compliance, Sales Reporting,
& CRM Solution for financial services companies.
& CRM Solution for financial services companies.
The MARS product suite is a proven solution for financial services companies and can provide you with a competitive advantage. Our clients include banks, insurance companies and asset management firms. One of the benefits of MARS is that it can function as a tightly integrated enterprise-wide solution or as individual modules to serve specific business needs.
MARS can assist your organization in growing assets, increasing profitability, reducing operating expenses, and addressing industry issues such as compliance with SEC Rule 22c-2.
MARS can assist your organization in growing assets, increasing profitability, reducing operating expenses, and addressing industry issues such as compliance with SEC Rule 22c-2.
The MARS Product Suite includes:
- CRM/Contact and Activity Management
- Sales Force Automation including comprehensive Sales and Asset Reporting
- Executive Trend Reporting
- Sophisticated Channel and Territory Management
- Ad hoc Query Capabilities and Business Analytics
- Supermarket Platform Reporting
- Account/Customer Level Contact Management
- Omnibus Account Reconciliation Processing
- SEC Rule 22c-2 Compliance Module
- Literature and Gift Fulfillment
- Third-party Data Integration such as Coates Analytics™, Discovery™ and RIA Database™
- Wireless Mobile Solutions including IPad devices
- Data Management
- Integration with all Transfer Agent and Intermediary Data Feeds