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

Create a holistic client view

Leverage a single, unified view of institutional clients to create a rich resource that all relevant personnel can draw upon to deliver proactive advice and create targeted products and proposals that are more responsive to client needs.

Increase client retention

Empower your firm to get proactive with contract renewals, ensuring regular, personalized interaction through the life of the contract and taking preparatory steps to ensure renewals well in advance of contract expiration.

Understand influences on institutional account decision-making

Enable your firm to track account influencers and identify the consultants that are most profitable to the firm. This lets you approach client activity more strategically by leveraging relationships.

Enhance collaboration of multi-functional teams

Coordinate and apply resources where they will be most effective by facilitating the creation of detailed action plans with steps assigned to individual team members. All team members referring and contributing to account information and activity in a single, central location pools information and improves collaboration and efficiency.

Accelerate complex multi-step processes

Save hours of repetitive work every day with built-in workflows that increase efficiency. Data-driven workflows can coordinate and accelerate the numerous steps and stakeholders involved in critical processes such as account setup and the RFP response process.

Track client information, interaction, and communications for regulatory compliance

Automate the capture of information needed for regulatory compliance and document processes and communications in a central repository for easy reference, retrieval, and reporting.

Key Features

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
Expense tracking
Performance & client reporting
Productivity tools & workflow management
Activity & event management
Consultant management
RFP process management
Opportunity management
Sales forecasting
Compliance assistance
Handheld CRM

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