Taming Big Data For Asset Manager Sales Teams with Dashboards


eVestment’s Sales Dashboard, launched today, gives asset management firm sales teams the tools to uncover and present key data at client and prospect meetings. The new solution allows these sales teams to easily and quickly collect and present this data without relying on data analysts at their firms to surface and summarize key competitive points from among the wealth of data eVestment provides.

Big data solutions like those offered by eVestment, the leader in institutional investment data and analytics, are revolutionizing the institutional investment industry. But many people inside asset management firms may not have the proficiency or time to engage in the detailed data analysis eVestment can offer.

eVestment’s Sales Dashboard gives asset management sales executives instant access to high-level data they previously relied on others to pull and summarize for them. This will help them more effectively and more quickly prepare for sales meetings, identify sales opportunities and surface the information most relevant to their needs. At a glance, sales executives can now see the information most important to them, including how their firms and products compare with peers; which asset classes, geographies and client types they should explore to grow; what information or data is most likely to resonate with potential clients; which firms might be emerging competitors; and more.

Sales Dashboard users will receive email notifications when meaningful changes occur in the data they are following and Sales Dashboard is mobile-ready for pulling up data and insights in real time during meetings, industry events and informal off-site discussions.

“Many executives and leaders at our clients tell us they rely on our data to make important decisions, but they need ways to get it faster and easier – and often times on the fly,” said eVestment co-founder and CEO Jim Minnick. “Sales Dashboard meets these needs for asset management sales professionals and will make eVestment an even more indispensable tool for these professionals around the world.”

Sales Dashboard is the first of several new dashboard solutions eVestment will roll out during 2017 aimed at C-suite executives, portfolio managers, field consultants and others who value and use eVestment data but who require solutions that allow them to easily follow and use the data most relevant to them.

The new Sales Dashboard builds on eVestment’s strategy to offer powerful asset management sales enablement tools to the industry. Another part of this effort includes the recent acquisition of Public Plan IQ, a database that gives asset managers and their sales teams access to over 10,000 searchable public pension plan documents, including board materials and videos, meeting notes and minutes, annual reports, fee disclosures, client and prospect presentations, asset allocation documents and investment policies. This information gives asset management sales teams actionable information on public pension plan moves and developments and can open doors to new mandate awards.

To learn more about Public Plan IQ, please click here or use this link https://publicplaniq.com/.

To learn more about Sales Dashboard, please click here or use this link https://www.evestment.com/products/dashboards

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