Case Study
Davis Advisors
At a glance
Davis Advisors needed a way to mine through a lot of transaction data using various dimensions. Simplus utilized the extensive use of roll-up fields and a custom search screen to ensure that Davis Advisors’ challenges were completely addressed and solved.
The Challenge
Davis Advisors needed to implement a marketing and sales system to allow Davis to market and sell its funds to financial advisors across the United States. This system needed to include targeting by financial advisors and transaction data using various dimensions. Additionally, a very large set of transaction data needed to be searched and mined in order to focus the sales team. Finally, Davis Advisors suffered from conflict between internal teams, vendor failure, and poor vendor delivery in the past.
About Davis Advisors
Davis Advisors is an independent, employee-owned investment management firm founded in 1969. Its time-tested investment discipline is offered to clients through separately managed accounts, mutual funds, variable annuities, and offshore funds.
Headquarters: New York, NY
Website: www.davisadvisors.com
Industry: Financial Services
The Outcome
We completed an in-depth project with timeliness and quality configuration, leading to a happy customer. Email campaigns quickly went live for Davis Advisors after the engagement, as well as improved targeting, tracking, and scheduling on the Salesforce platform.
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