Steve Lei
Mutual Fund/ETFs Data Steward & Data Analyst at MARS- SalesFocus Solutions - San Rafael, California, United States
Steve Lei's Colleagues at MARS- SalesFocus Solutions
Shanmuga Nagappan
Senior Manager â Application Development & IT Operations
Steve Lei's Contact Details
San Francisco,California,United States
MARS- SalesFocus Solutions
Steve Lei's Company Details
MARS- SalesFocus Solutions
San Rafael, California, United States • 51 - 200 EmployeesInformation Technology and Services
We are the leading Asset Management Industry's All-in-One Sales and Marketing Solution:SalesFocus Solutions Transforms your data into actionable business insights to identify new sales opportunities, obtain product-targeted marketing leads, and facilitate asset growth. SalesFocus Solutions provides a product called "MARS". MARS is the All-in-One Sales and Marketing Solution for the Asset Management Industry. MARS includes innovative data visualization displays and advanced analytics tools to more effectively uncover and target new sales and marketing opportunities. We provide distribution reporting for all product types including ETF's, Mutual Funds, SMA's, DCIO, insurance products and alternative investments. We also provide RIA and Market intelligence reporting across all platforms, native industry-specific CRM or real-time bi-directional integration with Salesforce CRM, Innovative mobile apps that can overlay any CRM & Sales system, data cleansing and data quality improvement, along with 22c-2 compliance Management.