Pension Analytix - Plan Sponsor Database Marketing
Pension Analytix, Inc. is a marketing and analytical insights firm targeting companies that provide retirement services launched in 2008. Founded by Colin Fernandes, who worked in key strategic roles at Fidelity Retirement Services and JP Morgan Retirement Plan Services, the firm launched an innovative and revolutionary “Acquisition Engine” that leverages market research, and uses a proprietary analytical and technology based solution and multiple data sources to score each one of the 650,000 plan sponsors in the retirement industry.
Using a unique and innovative method, Pension Analytix, Inc. can highlight key plan sponsors wants and needs using a market driven data based solution. This coupled with trended financial metrics and an industry leading plan sponsor benchmark solution is their response to increasing sales and boosting revenues in an industry where fee scrutiny has created an environment for cost controlling.
The Acquisition Engine solution improves targeting results primarily through a set of technology based algorithms that work directly from DOL supplied data, by-passing some of the more inflexible data base architectures imposed by the list vendors. Of more importance however, is the intelligence employed by the technology – it is this combination that we believe makes this product potentially unique and very powerful.
Additionally, Pension Analytix is developing automated interfaces to popular CRM tools, like Salesforce.com©
Pension Analytix’s unique value proposition lies in working with clients to lower the cost of acquisition, by measuring sales effectiveness and improving efficiencies within marketing and sales organizations of retirement providers. They offer a full integration of multi vendor pension data bases that can be customized into a fully integrated CRM solution. You can visit them on their web site at www.pensionanalytix.com or contact them at sales@pensionanalytix.com or reach them by phone at 513-328-3931.
