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DST Rolls Out First-Of-Its-Kind Distribution Analytics For Asset Managers

DST Systems, Inc., a global provider of strategically unified data management, business processing, and customer communications solutions, today announced the launch of a new asset persistency scoring system to address the challenge of identifying how long distribution partners retain their assets.  This new capability is part of DST’s SalesConnectTM Enterprise platform, the industry’s first distribution intelligence platform built specifically to help asset managers make better sales, marketing, and product decisions.

The new platform enables mutual fund companies to understand an advisor’s historical investing profile, monitor negative trends to identify at-risk relationships, and enhance product development decision-making through product-level analysis. By combining sales and asset data from multiple distribution platforms, DST SalesConnect Enterprise offers a superior array of modular analytics and reporting tools.

According to Rick Niedt, Officer of Distributor Technologies for DST, the first available module of SalesConnect Enterprise will help asset managers identify profitable distribution relationships by calculating their persistency scores, a  measure of their buy and hold behavior.  The technology behind this capability is more powerful than any tool available today.

“Traditional sales reporting tools have always been problematic for asset managers trying to identify top producers with higher retention rates,” said Niedt. “With access to our persistency analysis, they can calculate asset retention rates quickly and focus sales and marketing resources on relationships more likely to be profitable.”

Asset managers can also look forward to future analytics capabilities within DST SalesConnect Enterprise that provide distribution companies and their marketing departments the ability to predict the most likely future investment behavior of an advisor and their firms.