Services

Fund Services
 
  
Sales Support

We offer a full spectrum of sales support services. From familiarizing agents and brokers with a mutual fund to answering prospect questions via the phone or Internet, our expertise and network of industry contacts provide clients the resources necessary for success.

The comprehensive Sales Support Services our knowledgeable professionals provide to intermediaries include:

  • Introducing client funds
  • Training agents/brokers/dealers
  • Sales and promotional campaigns
  • Long-term sales support

By utilizing U.S. Bancorp Fund Services, LLC's Prospect Services, clients reap the benefits of our professional, accurate, and knowledgeable representatives. Our experts are skilled at providing a wide range of services for clients' prospects via the phone and Internet including:

  • Inbound call servicing
  • Collateral material fulfillment requests
  • Written requests
  • State Blue Sky edits at the point of request
  • Outbound follow-up sales campaigns
  • Direct mail follow-up and solicitations


 



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