AUM and Flows
Structured data sourcing and management solutions (integrated with CRM, CMS and Marketing Automation), providing real strategic insights .... Read more →
CBOR
Fishtank provides rich intelligence, and analytical indicators, that drive an accelerated engagement with clients and a corresponding improvement in sales performance.
Sales Reward
Ensuring the critical link between individual action, customer satisfaction, financial/ business performance and reward.
About Us
We are the leading industry provider of AUM and Flow Solutions. We have client-facing resources based in London, Brussels and Melbourne.
Why choose us?
- Immediate and intimate Customer AUM and Flows
- Leading industry solutions
- Proven methodologies and analytical marketing tools
- Rapidly deployable
- Compliment, or enhance, existing client capabilities
- Ongoing training and support
The latest edition of our research examining the key marketing, sales and performance themes across the UK Retail Investment Management is now available.For existing subscribers please follow the link below and enter your unique password.
To arrange a meeting to discuss your specific Client AUM & Flow Data Analytics requirements please contact our business development team using this link.
