SalesPage Financial selected to enhance firm’s complex client service
platform
MICHIGAN – April 14, 2010 – Nuveen Investments has selected SalesPage
Technologies as its Client Relationship Management (CRM) partner. SalesPage
Financial, a software solution tailored specifically for the financial
services industry, will help Nuveen enhance their distribution processes and
capabilities by providing greater efficiencies and more strategic client
information.
“As our distribution platform continues to expand both in scale and
complexity, we were looking for a CRM solution that could support the entire
breadth of our business,” said Michael Stull, vice president at Nuveen.
“With SalesPage, we not only improve our transaction management processes
but obtain a partner with deep industry knowledge and a platform that can
support the evolving needs of our firm and help us better serve the needs of
our clients.”
According to Stull, Nuveen Investments selected SalesPage Financial for
three key reasons:
. Deep Investment Management Experience. SalesPage provides a robust
CRM solution built specifically for firms like Nuveen, while also bringing
the knowledge and experience gained through decades of working with other
leading financial services firms.
. Comprehensive definition of CRM. The SalesPage Financial solution
seamlessly combines traditional CRM functionality with extensive operations
and sales reporting capabilities. This combination empowers firms like
Nuveen to implement, manage, and monitor their sales and marketing
strategies.
. Flexible platform on which to build their business. SalesPage
Financial provides an expandable platform from which Nuveen can manage sales
and marketing efforts across their different distribution channels, brands,
and investment products.
“We are delighted to have Nuveen Investments join the growing family of
leading financial institutions we are privileged to serve,” said Michael
Pessetti, vice president sales and marketing for SalesPage Technologies.
“Our unique blend of industry-specific solutions and knowledge of the
financial services market continue to provide us with the opportunity to
grow our portfolio of financial services clients who in turn collaborate
with us to improve our solutions.”
About Nuveen Investments
Nuveen Investments provides high quality investment services designed to
help secure the long-term goals of institutions and high net worth investors
as well as the consultants and financial advisors who serve them. Nuveen
Investments markets its growing range of specialized investment solutions
under the high-quality brands of HydePark, NWQ, Nuveen, Santa Barbara,
Symphony, Tradewinds and Winslow Capital. In total, the Company managed
$145 billion as of December 31, 2009. For more information, please visit the
Nuveen Investments website at www.nuveen.com.
About SalesPage Technologies, LLC
Founded in 1983, SalesPage is committed to providing companies with
effective CRM applications and related technical services. SalesPage
collaborates with each client to plan, build and implement a tailored,
browser-based CRM solution. Each client’s solution starts with the
award-winning SalesPage foundation, then integrates the client’s own best
strategies, leveraging their existing technology investments and readily
adapting as the client’s needs change and grow. The company’s growing list
of global business partners for SalesPage solutions includes Allianz,
BlackRock, Cambridge Investment Research, Eaton Vance, Entergy, Federated
Investors, Friday Ad, ING Funds, Scottish and Southern Energy, and Twinings.
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