Monty Spivak

External Wholesalers through to Registered Representatives. • In partnership with Dundas Software and OpenMex, deliver business results, leveraging business intelligence technologies. • Develop a strategy for decision support technology and processes to contribute to your organization’s success, and which will leverage the information in your data warehouse. • Phase the deliverables to provide value during the entire project lifecycle. • Create actionable plans which will deliver pragmatic and measurable results. Phase 2 - Marketing improvements from: • Advisor Segmentation & Targeting • Marketing Campaign & Event Management • Competitive Market Analytics • Behavioral & Attitudinal Survey Analytics • Strategic Advisor & Buyer Segmentation • Marketing Programs Effectiveness • Share of Shelf Analysis Phase 3 - Sales improvements through: • Territory Management Automation • Sales Optimization & Redemption Control • Predictive Leads System • Redemption Alerting • Tactical Segmentation • Win Back Program Effectiveness Phase 4 - Financial improvements with: • Margins by product, IA, etc. • Profitability Analysis • Distributor Compensation & Profitability • Next Product Analysis Phase 5 - Competitive Analysis and Market Share Analysis • Relative sales, redemptions, profits • Assessments by distribution channel, across products, etc. • Your firm’s vs. industry, investment category, or location