Case Study: Mutual Fund Company achieves increased assets under management and improved sales productivity with Angoss FundGUARD

How a Mutual Fund Company Used Analytics to Improve Sales Productivity

A Canadian mutual fund company managing over $85 billion in assets faced the challenge of growing and retaining assets through a vast network of independent financial advisors. With thousands of individual advisors across multiple geographies and territories, the firm needed to prioritize sales coverage, understand segment-level growth, and predict buying and redemption behavior down to the individual-advisor level to enable early intervention and better align sales resources.

The company implemented Angoss FundGUARD, which combines CRM data with descriptive and predictive analytics to segment advisors, generate 30-day purchase/redemption propensity lists, and deliver interactive BI dashboards and territory- and segment-level trend reporting. Deployed in weeks, the solution improved sales productivity, provided actionable lead coverage and value reporting, and contributed to significant growth in assets under management.