IntelliMARS 4+

IntelliMARS is your key to increasing sales and gaining a competitive advantage. With IntelliMARS your sales and marketing teams have the information they need to quickly identify new prospects, cross-selling opportunities and close new business opportunities.

IntelliMARS works with your existing CRM, Sales Force Automation or Sales Reporting system to provide advanced business analytics and mobility to supercharge your sales efforts.

With IntelliMARS your organization will be able to:

• Gain visibility across distribution channels, product lines and
geographic territories as well as the ability to dynamically drill-
down into graphical views of specific market segments,
product sales, and business relationships such as performance
of Firms, Offices, Reps and Accounts.
• Ensure your sales organization is better prepared for each
meeting, is more efficient in identifying the right opportunities
and is more effective during each sales call.
• View current market share and competitive analysis information
• Gain insights into potential sales opportunities, reveals hidden trends, patterns and outliers instantly
• Answer questions and address concerns - right on the spot
• Schedule calls, meetings, activities and update contacts
• Analyze sales and asset trends
• Access and review historical communications
• Identify top producers and cross-selling opportunities
• View Exchange Traded Funds (ETF) reporting
• View Executive and Wholesaler Trend Reporting


Note: To use IntelliMARS with your business data you must have a valid Username and Password provided by your IT department. This application is not suitable for private users.