Zephyr OnDEMAND Sales


Summary: 
Zephyr OnDEMAND (ZOD) Sales is an innovative, web-based reporting tool that allows asset managers or advisory firms to fully empower their sales and marketing representatives by giving them the ability to quickly and easily generate compliance-approved Zephyr reports from any location.

Compliance RulesZephyr OnDEMAND (ZOD) Sales is an innovative, web-based reporting tool that allows asset managers or advisory firms to fully empower their sales and marketing representatives by giving them the ability to quickly and easily generate compliance-approved Zephyr reports from any location.

Testimonials: 

"We have been using Zephhyr OnDEMAND Sales for the past 2 years and find the content and tool imperative to our sales process. The Zephyr team is accommodative, professional, timely and customer centric in all their dealings with our relationship. From data questions, performance feeds, compliance procedures and template updates – Zephyr has been a great partner. I would highly recommend Zephyr OnDEMAND Sales and their team to any asset management firm looking to provide robust data in a format that works for them." -- Investment Management firm, client since 2013.

"We had our sales team meeting in New York last week. The team has been getting a lot of value out of Zephyr OnDEMAND Sales, and we featured the reports in presentations how to position our funds using the templates. It is very valuable and powerful. This allocation report is definitely an important next step for us." --Asset Management firm, client since 2006.


ZOD Sales will help you:

  • Zephyr Analytics CenterProvide employees with access to Zephyr's powerful analytical tools in a controlled online environment
  • Increase the efficiency of your staff by eliminating reporting bottlenecks
  • Improve customer service by allowing your sales and marketing representatives to run performance and comparison reports anytime from anywhere while utilizing the most current data ZOD Report Sub-Windowavailable
  • Design report templates at the corporate level that will allow you to maintain brand integrity and marketing consistency while meeting FINRA requirements.
  • Eliminate compliance headaches by locking down report templates with appropriate analysis parameters and required disclosure language
  • Upload custom return data or take advantage of Zephyr's extensive data warehouse of global indexes and popular data vendor feeds for your reporting needs
  • Use Zephyr Analytics Center (ZAC) in ZOD Sales to get a deeper analytical understanding of your fund(s).

Who can benefit from ZOD:

Mutual Fund Companies - to empower both internal and external wholesalers or analysts in a compliant reporting environment

Other Asset Managers - SMAs, hedge funds, etc. who have a need for comprehensive on-demand performance analytics and comparisons

Financial Advisors - who need an efficient way to produce investment fact sheets or comparisons and to track investment markets

401(k) Plan Advisors - who need to provide better analyses of plan produce options


Our next Zephyr OnDEMAND Sales demo webinar will be Wednesday, October 15th at 11:00 a.m. Pacifc/2:00 p.m. Eastern. If you are interested, please click here to register. 
 

 
 
Informa Investment Solutions has acquired Zephyr Associates, Inc. Learn More