Opportunity Made Possible is a four-part series exploring how intelligence-led distribution helps asset managers unlock measurable ROI across all parts of the organisation involved in fund distribution — from front-line sales and marketing to operations and strategic leadership.
Building on Fundpath’s earlier work — Bridging the Gap and Insight is Beautiful — this series explores how forward-looking intelligence helps distribution teams identify opportunities, align resources, and demonstrate impact.
In the first three parts of this series, we explored how intelligence-led distribution transforms visibility for leadership, focus for sales, and precision for marketing. Together, these perspectives show how intelligence aligns strategy and execution across the organisation. In this final part, we turn to the engine room of distribution — operations and sales support — to see how the same intelligence helps these teams work faster, smarter, and with measurable impact.
Behind every successful sales conversation is an engine room of professionals who rarely appear in the spotlight. Analysts, data managers, and sales coordinators keep the machinery of distribution running — ensuring that information is current, meetings are properly prepared, and opportunities don’t slip through the cracks.
Yet these teams often work under pressure. Outdated CRMs, unstructured data, and manual processes consume time that could otherwise be spent adding strategic value. According to Gartner, sales and revenue operations teams now support multiple internal groups and spend over two-thirds of their time on non-client functions. For many, the challenge isn’t effort, but leverage: finding ways to turn administrative load into intelligence that empowers commercial impact.
Without access to live market intelligence, operational effort can become reactive – too focused on chasing updates rather than enabling better engagement between asset managers and wealth managers.
Fundpath gives these teams the ability to move faster and contribute more directly to outcomes. Instead of spending hours compiling lists or reconciling data, they can instantly draw on a single, continually refreshed source of intelligence covering firms, key persons, fund-buying processes, and allocation intentions.
That means every sales call list is built on the latest market reality. Coverage maps update automatically as firms change strategy or personnel. Job moves, committee changes, and structural shifts appear in real time rather than weeks later in meeting notes. What was once administrative work becomes actionable insight, freeing operations to focus on coordination, prioritisation, and support that genuinely moves the dial.
At the heart of this transformation is data quality. Operational success depends not just on efficiency but on trust in the information that guides decision-making. When support teams have access to live, structured intelligence, they provide cleaner CRM data for leadership, reliable segmentation for marketing, and immediate context for sales.
Research consistently shows that organisations with stronger data foundations outperform their peers, acquiring more customers and achieving higher profitability over time. For distribution teams, the implication is clear: investing in data integrity pays dividends. Good data doesn’t merely reduce administrative burden; it creates a competitive advantage that compounds with every interaction.
As one Fundpath client put it:
Mapping the entire market has always been a challenge for us. However, by leveraging Fundpath, we’ve been able to do so efficiently and effectively — unlocking a wealth of new opportunities to grow our assets under management.”
— Chris Nicholas, Managing Director, UK Distribution, Fiera Capital
When operations run on intelligence, their contribution is felt across the business. Internally, leaders gain confidence that sales and marketing are focusing on the right opportunities. Externally, wealth managers notice the difference: fewer irrelevant approaches, more informed conversations, smoother collaboration.
Operations may not always feature in performance headlines, but they are indispensable to distribution success. Equipped with accurate, forward-looking intelligence, these teams ensure that sales and marketing remain aligned with real-time market signals and firm-level changes.
Fundpath transforms the operational layer from a cost centre into a source of leverage, enabling accuracy, speed, and relevance at scale. When the engine room runs on intelligence, the entire distribution organisation performs with greater clarity and measurable ROI.