CRM for Asset Management
With growing competition from alternative investments, evolving regulatory demands, and rising client expectations, your firm faces a variety of challenges in an already complex business. To meet these demands, you must effectively foster the relationships that form the bedrock of the business—relationships with consultants, influencers, custodians, prospects, and existing clients.
CRM Institutional Asset Management offers industry-specific functionality that enables you to develop deep insight into client needs, preferences, and influencers, accompanied by tools that help you automate multi-step processes, track performance, and collaborate better as a team. The solution mirrors the business processes and data models commonly used by institutional asset management firms. Its flexible platform allows it to be seamlessly connected to the entire firm, including back-office financial systems.