Partner

Coates Analytics and Pyxis Mobile have joined forces to bring you the new Mobile version of the Managed Money Dashboard. Now you can easily check on Sales and your Sales Share down to the Representative level (as available) with your Blackberry.

Improve your sales results - Get what you need, when you need it.

Features

Know More - Sell More - with MMD Mobile:

  • Get sales data as soon as it's updated
  • Review branch sales data before meetings
  • Know your true potential sales opportunity
  • Plan strategy for meetings
  • Reduce the paper you carry around

Before you walk into a branch, do you know:

  • What styles are gaining and losing ground?
  • Your True Sales Opportunity?
  • Which products you can sell and which need retention?
  • Who your primary competitors are?

Links

About Coates Analytics

Executives in the Financial Services industry face the daunting task of collecting, organizing, and analyzing millions of pieces of data. The best firms have devoted tremendous resources to the task of measuring the essential drivers of their profitability.

Our Mission is to provide services and software solutions that allow financial service company executives to be more effective, enhance company execution, and drive real value to the bottom line.

We provide solutions through specialized software, consulting, syndicated studies and customized benchmarking services. If you want to have a powerful, private tool to optimize profitability, you need Coates Analytics.

  • Coates
    Coates Analytics and Pyxis Mobile have joined forces to bring you the new Mobile version of the Managed Money Dashboard. Now you can easily check on Sales and your Sales Share down to the Representative level (as available) with your Blackberry