Mutual Fund Wholesaling
CRM for Mutual Fund Wholesaling
To compete in today’s crowded market, you need to be strategic about resource allocation and the approach you take in managing broker-dealer channels. CRM for Mutual Fund Wholesaling is an industry-specific solution that enables fund wholesalers to develop a deep understanding of broker profitability, strengthen and cultivate broker relationships, and streamline business processes for improved productivity.
The solution enables you to increase efficiencies and productivity, leading to greater overall profitability. Its flexible platform supports seamless connections to the entire firm, including back-office financial systems. With an industry-tailored system, you are well positioned to take investment products to market with tools for better broker management.
CRM Benefits for MFW Industry
Our team is backed by a long track record of success in this industry; we’ll ensure your solution delivers the power and flexibility you need to maintain competitive advantage:Broker-dealer profiles
Profitability tracking at broker, branch, & firm levels
Literature & premium distribution & tracking
Product information & research distribution
Event marketing management
Expense tracking & NASD regulation enforcement
"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