Industry competition, high redemption rates, and continuing pressure to reduce management expense ratios make growing and retaining assets under management a pressing challenge for mutual fund companies. Sales and marketing professionals within the fund and wealth management industry understand their growth challenges, an increasing array of investment products, more discerning consumers, and more complex, competitive and demanding sales and distribution channels. They require analytics solutions they can use to support business development and sales growth, by providing actionable intelligence to their sales forces, without the cost and complexity of the traditional “mega warehouse” systems developed by more traditional financial services giants.