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SalesFocus Solutions Introduces MARS AI to Give ETF Providers a More Complete View of ETF Sales and Growth Opportunities

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SalesFocus Solutions Introduces MARS AI to Give ETF Providers a More Complete View of ETF Sales and Growth Opportunities

SalesFocus Solutions (SFS), a fintech leader serving the asset management industry, announced the continued expansion of MARS® to include a new generative AI enhancement that enables ETF providers to analyze vast amounts of distribution data to identify actionable new business and cross-sell opportunities.

Since 2017, SFS’ clients have used MARS to consolidate ETF data from multiple sources into one environment for analysis, reporting, reconciliation, and distribution intelligence. MARS supports both standard and custom data feeds and processes ETF data from sources that include:

• Third-party holdings and flows
• Dealer and distributor data packs
• 13F data providers
• Market share data providers
• Custodians
• Custom data sets and interfaces

• Analyze activity at the firm, branch or office, representative, and advisor team levels
• Report across the full book of business
• Estimate sales and redemptions
• Evaluate market share

Nicole Callies, Director of Sales and Account Management at SFS, stated, “Data quality has always been critical for accurate distribution intelligence and, even more so now with the advent of AI to help mine vast amounts of data and discern patterns, trends, and new insights, which relies on accurate underlying data.” Callies continued, “Raw ETF data may contain incomplete, inconsistent, or unreliable records.” SFS cleans and standardizes the data so clients can use it confidently for channel and territory assignments, ETF sales analytics, reporting, CRM integration, and complex AI-supported analysis.

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