Fund Sales

Maximise conversations with clients by truly adding value

Consistently higher quality conversations

Give your salespeople the tools, knowledge and skills they need to maximise new business conversations.

Peer analysis

Instead of asking your colleagues for reports, have instant access to your funds vs. peers

Buyer’s perspective

Use a tool designed by your clients so you know you are looking at exactly the right metrics

Alerts on key changes

Be able to flag changes in your own funds to clients, or be aware of changes in competitors

Mobile friendly

Spend a minutes ahead of a meeting better understanding your client’s current holdings

Teams not adding value will be left behind

AM Insights is the fund data platform built by fund researchers. A tool so user-friendly, even the team ‘dinosaurs’ love it. Available on any device so distribution teams can investigate client holdings on the way to meeting them.
And we don’t just give you the platform. AM Insights provides end-to-end coaching & support from award-winning fund researchers. Helping distribution teams get the results they want.
Request a Demo

Find out how AM Insights can deliver higher quality conversations

Request a free consultation to find out how AM Insights can help your sales performance
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