Celera Systems to be a Gold Sponsor for Boutique Mutual Funds Conference

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SunStar Strategic’s Conference, “Thriving in an Ever-Changing Industry” runs April 29 and 30 in Washington D.C.

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Celera Systems LLC, an innovator in information technology solutions for financial services companies: mutual fund and institutional managers, insurance companies, retirement plan providers, banks and broker dealers, is pleased to announce that it will be a gold sponsor for SunStar Strategic’s 2019 Conference, “Thriving in an Ever-Changing Industry.” The conference is ideal for small to medium-sized mutual fund firms who want new, actionable ideas to help them grow assets.

The conference will be held Monday and Tuesday, April 29 and 30, 2019 at the Dupont Circle Hotel in Washington D.C.

Matthew Franey, director of business development for Celera, will moderate a panel at the event entitled Advisor Outreach Ecosystems. He will be joined by clients of Celera who use their SalesStation solution, which provides mutual fund sales tracking and reporting for asset managers.

The panelists will discuss the data ecosystem of tools and technologies that can be wrapped into an assembly line to attract advisors and convert them to producing clients.

This ecosystem captures, nurtures and reports on prospects and clients using a variety of advisor databases along with inbound marketing automation, CRM tools and backend data management software solutions.

“Typically, only the giants of the industry use these tools effectively – and as a result attract billions of dollars from investors,” said Franey. “But they can be used just as effectively by the boutiques. These data ecosystems are a great leveler of sales capabilities between large and small fund firms.”

“This kind of information, all in one place and from people who’ve figured out the ins and outs, is exactly what boutique mutual fund firms need to learn about,” said Kathryn Morrison, CEO and president of SunStar Strategic. “The opportunity to hear about these kinds of products is great. But the opportunity to talk one-on-one with your peers in a fairly intimate environment is what has always attracted fund owners to our conferences. This year will be no exception.”

To address the industry’s issues, the conference will showcase two keynote speakers addressing Distribution Essentials and Marketing Strategies to compete with the mega funds, as well as panels of:

  •     Fund managers with assets ranging from $120 million to $250 billion talking about specific techniques they are using to sell their funds, covering an array of products, sales efforts and marketing structures.
  •     Financial journalists sharing what they're looking for and what topics they find to be of interest.
  •     Industry experts offering insights on how to get on platforms and maximize opportunities.
  •     Data and digital providers demonstrating how to maximize their services for advisor outreach through smart data.

For more information, including speakers, agenda and registration, visit https://www.sunstarstrategic.com/conference or call 703.299.8390.

About Celera Systems LLC
Since its founding in 2000, Celera has been recognized as an innovator in information technology solutions for financial services companies: mutual fund and institutional managers, insurance companies, retirement plan providers, banks and broker dealers. The company offers products and professional services designed to provide comprehensive client solutions, including:

  •     Data Management Software for Asset Managers
  •     Sales Tracking & Reporting for Mutual Funds
  •     Business Intelligence for Mutual Fund Distributors
  •     Customer Relationship Management (CRM) Customized for Asset Managers
  •     22c-2 Trade Monitoring
  •     Literature Fulfillment

About SunStar Strategic
SunStar Strategic offers public relations (PR) and marketing programs to help attract, maintain and grow clients. Core services include comprehensive PR, creative strategy and execution. SunStar is headquartered in Washington D.C. with additional offices in Chicago, New York City and Austin.

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Kathryn Morrison
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