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DISTRIBUTION INTELLIGENCE
DST SALESCONNECT
TM
Distribution Driven by Information
DST SalesConnect Enterprise helps you build relationships with your distribution partners through enhanced
distribution intelligence tools. Using subaccount data and data from your book of record, DST SalesConnect
Enterprise delivers the industry’s first persistency scoring system and predictive modeling capabilities that
drive better sales decisions.
Solutions for Growth
?? Grow assets under management (AUM)
?? Increase profitability by identifying the best opportunities
?? Develop sales strategies at a faster rate
?? Enhance product development decision-making through product level analysis
?? Focus resources on share classes and portfolios with the highest retention rates
Data Enrichment
Data Integration
Advanced trade resolution techniques for
accurate sales and asset reporting.
Get more out of business
intelligence investments.
?? Automated reconciliation
?? Fully integrated model
?? Manual reconciliation
?? Trade resolution techniques
?? Custom by hierarchy and territory
?? Integration with major CRM systems
?? DCIO & retail
?? Global exports for downstream
data warehouses
COMPREHENSIVE
DISTRIBUTION
INTELLIGENCE
FOR ALL ASSET
MANAGERS
INCREASE SALES
AND ASSETS
WITH POWERFUL
ANALYTICS
ACCESSIBLE VIA
WEB, MOBILE
DEVICES
Contact
Chris Rahimian
Senior Sales Executive
Direct: 816-435-8926
Mobile: 816-223-9699
[email protected]
www.dstsystems.com/sc
Distribution Intelligence
Gather insights sales and marketing
teams need to meet their goals.
Distribution Analytics
Reshape sales strategies and
grow assets.
?? Standard and ad hoc sales reporting
?? Data mining and segmentation
?? Customizable BI views
?? Predictive wholesaling
?? Executive dashboard
?? Persistency analysis
?? Data visualization and reporting
?? Omnibus oversight analysis
See reverse for product matrix
The Complete Distribution Intelligence Solution
DST SalesConnect is available at multiple starting levels to address the unique needs of various-sized fund companies. Add more
capabilities to your solution as you grow and new challenges arise.
DST SalesConnect Product Matrix
Alpha StandardEnterprise
Automated Data Enrichment
Data
Enrichment



Manual Data Enrichment


Custom Enrichment by Hierarchy & Territory



DCIO & Retail
Data
Integration
Distribution
Intelligence
Distribution
Analytics
Consulting


CRM Integration (native, 3rd party)



Global & Daily Exports



Standard & Ad Hoc Reporting



Custom Business Intelligence Views



Executive Dashboard


Data Visualization


Data Mining & Segmentation


Persistency Analysis
Predictive Wholesaling*
Professional Services & Support
*In Development
 Included in price






 Available for an additional cost
A Solution You Can Have Confidence In
?? A single, integrated platform that helps your sales organization make better decisions
?? Designed specifically for asset managers
?? Industry leader in trade resolution data quality
?? Flexible implementation options suited to your company
?? Optimized for access on mobile and desktop devices
An Established Leader: Proven Solutions
DST Systems, Inc. (DST) is a global provider of technology-based service solutions that help clients grow their business and provide
exceptional customer experiences. We help you process, communicate and safeguard critical customer information needed to
manage life’s most important business. Built on a strong heritage of industry experience, technological expertise and service
excellence, we help our clients connect to their customers in order to help them save, protect and grow their assets, plan for
retirement and live a healthy lifestyle.
Contact
Chris Rahimian
Senior Sales Executive
Direct: 816-435-8926
Mobile: 816-223-9699
[email protected]
www.dstsystems.com/sc
© 2014 DST Systems, Inc. DST Systems, Inc. (DST) has provided the information in this Product Sheet for general informational purposes only, has a right to alter it
at any time, and does not guarantee its timeliness, accuracy or completeness. All obligations of DST with respect to its systems and services are described solely in
written agreements between DST and its customers. This document does not constitute any express or implied representation or warranty by DST, or any amendment,
interpretation or other modification of any agreement between DST and any party. In no event shall DST or its suppliers be liable for any damages whatsoever including
direct, indirect, incidental, consequential, loss of business profits or special damages, even if DST or its suppliers have been advised of the possibility of such damages.