Sales coverage optimization framework for asset management

EXL offers custom sales coverage optimization solutions for the asset management industry

The asset management industry is constantly evolving. Covid 19 has accelerated the digitization of most business processes within an asset manager. The sales function supporting the asset management business target retail investment advisors who provide investment and financial advice to endinvestors often individual taxpayers and small businesses. As the focus shifts towards data driven coverage models, the sales function has to adapt to the changing retail advisor landscape. This paper discusses EXL’s viewpoint on the current problems faced by sales executives and our state-of-the-art approach to address these issues using Advanced Analytics and customized Artificial Intelligence solutions.