Mastering Client, Industry, and Distribution Administration Data
In our complex market, effectively managing client, industry, and distribution administration data is crucial. We master data management to help asset managers integrate these data domains seamlessly, enabling informed decision-making and efficient operations.
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Client Data
Establish the foundation of a Client 360 framework. Client data encompasses detailed information about entities, firms, their locations, contacts, and hierarchical relationships.
Client entity and financial data management
Gain a comprehensive 360-degree view of your clients and distribution partners. Align vital financial records, including flows and asset positions, across your entire distribution system.
Team and relationship lineage
Understanding the shifting relationships between financial advisors, investors, consultants, and even custodians is a critical part of staying on top of the data you have and using it to your best advantage.
Distribution coverage and product master alignment
Sales, Marketing, and Client Service teams need to align to the realities of your business and the marketplace. Key attributes that refine how data is shaped—whether by region, channel, territory, or segment—help ensure that distribution data is accurate, reliable, and aligned with your business model.
Industry Data
Integrate marketplace, distribution partner, and product data to enhance the value of your client data. Synfinii clusters similar attributes from market share, competitive positioning, and other external insights, to enable asset managers to refine your strategies and tailor marketing and distribution processes for different client segments.
Broker dealer data packs unpacked
Broker dealer data packs, a key source of third-party intelligence, offer key insights about the advisors you’re doing business with as well as prospective advisors, but leveraging their different data points can be challenging. Synfinii will standardize, integrate, and deliver their data in ways that help you extract their value and enable data-driven distribution.
Market share and competitive positioning
Gain a clear view of the market landscape. Synfinii supports you in identifying growth opportunities and potential threats by integrating market share and competitive positioning data into your ecosystem.
Client, product, and distribution segmentation
By leveraging our master data management MDM platform, you can create precise segments based on client attributes, product performance, and distribution characteristics. Sharply focused segmentation helps you craft personalized marketing strategies that work, optimize your product offerings, gain operational efficiency, and achieve better business outcomes overall.
Distribution Administration Data
Managing sales and distribution is an increasingly complex commercial and regulatory challenge. By monitoring transactional activity, fee agreements, and contracts with distribution partners, Synfinii helps you make informed decisions and avoid risk.
22c-2 compliance data platform and service
Compliance technology is not just about collecting data—it’s about automating workflows, providing flexibility to create and change rules and analytics, and enabling fast, effective follow-up on suspicious activity. We can streamline your 22c-2 compliance program!
Distribution and fee agreement inventory
Asset managers need to administer hundreds of distribution agreements, and increasingly deal with varied and often custom fees and terms.
Synfinii provides the ability to collect agreement information and pull vital financial attributes into a Distribution Administration platform. That platform helps you adapt readily to the commercial and economic perspectives needed to run a world-class business.
Revenue and distributor analysis
Key data points alone cannot drive business outcomes. Synfinii integrates client, industry and financial data and attributes into a holistic data platform, unlocking the key objectives of all asset management firms. Discern how profitable your revenue streams are, understand how sales and marketing activity is succeeding in driving quality flows and AUM, and assess quickly new product, partner, and distribution opportunities.
Data is the lifeblood of your asset management business. Data mastering is what we do.
Contact us to discuss how Synfinii can accelerate mastering data and integrating intelligence to drive the most effective business decisions.