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Kevin Spurway of Altosoft told us this morning that Coates Analytics, a provider of data distribution and technology services to the financial services industry, has done a switcheroo and implemented Altosoft Insight as the platform for the latest version of its flagship Management Money Dashboard (MMD) solution. Coates’ MMD delivers aggregated industry sales data combined with advanced metrics, analytics and custom research, enabling Coates’ blue chip list of financial services clients to analyze, track, and optimize sales activities.

The blue chip clients are really quite blue: We're talking about 30 of the 50 top asset managers in the nation. Morgan Stanley, Smith Barney, Wachovia, Merrill Lynch, etc.

Quote from the happy customer:

“Sales, marketing, financial, and operations executives at many of the world’s largest financial services organizations rely on Managed Money Dashboard to optimize their business activities,” said Frank Coates, CEO, Coates Analytics. “Our business, and our customers’ success, depends on MMD. We needed a BI platform that was easy to implement and cost effective, but capable of delivering leading edge features like real-time event monitoring, advanced dashboard-based visualization, and incident management. We evaluated available business intelligence technologies and ruled them out because they inevitably required an expensive warehouse-based architecture and significant custom development to support our requirements. Altosoft offered a superior approach that delivered functional breadth and depth, ease of use, and implementation speed.”

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