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.
CRM Benefits for IAM Industry
Tokara’s CRM consulting team is backed by their long track record of success in this industry, ensuring your solution delivers the power and flexibility you need to maintain competitive advantage in CRM Asset Management:360-degree client profiles
Performance & client reporting
Productivity tools & workflow management
Activity & event management
RFP process management
"There’s no question the Tokara team has solid expertise in Pivotal CRM – but the added component that makes working with them entirely different is that their expertise comes with a commitment to partner in whatever way is best for that client."− Ginelle Davidson, MIS Director, Kantar Retail
"Tokara provided a huge level of effort working with my team to help us deliver our upgrade to the business on-time, ahead of their end of year business activities."− C. Pierce, Principal Financial Group
"I have been extremely pleased with their quick response, quality service, and professionalism. These guys are super easy to work with and they really know their stuff. I strongly recommend Tokara Solutions."− Sandra Luckins, Harley-Davidson Financial Services