Asset Management Firms Ensure Superior Client Service and Enhance Collaboration with Microsoft Dynamics CRM 2011

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Besides needing portfolio modeling and performance analytics to support their investment management process and trading and rebalancing decisions, Asset Managers need to be able to deliver a superior level of service to clients and institutional consultants. The Asset Managers that are most well-equipped to meet growing investor and stakeholder demands for higher service levels and greater transparency rely on extensible and scalable CRM systems that integrate directly with the familiar MS Outlook, such as Microsoft Dynamics CRM 2011. By using CRM 2011 to obtain a holistic view of all their institutional and high net worth client relationships, these Asset Managers are better positioned and more prepared to interact and engage with their clients, prospects, constituents, and colleagues.

CRM 2011 enables Asset Managers to easily record, manage, and view a broad range of client-centric information and interactions concerning current and potential investors. CRM 2011 effectively tracks all multi-channel communications and interactions throughout the client lifecycle, including emails, calls, meetings, RFPs, trade shows, fund launch global road shows, targeted marketing campaigns, and literature distribution. Serving as the central corporate data repository for an Asset Management firm, CRM 2011 stores these entire client, prospect, and consultant endeavors directly on one screen. Additionally, CRM 2011’s flexible relationship mapping capabilities allows consultants, account influencers, and other key constituent connections to be linked to opportunities, funds, portfolios, and companies. Having such an encompassing view of client and third-party interactions and account information so easily accessible helps Asset Management employees better segment and understand their investors, deal influencers, and referral sources and be more prepared for upcoming meetings and events. For instance, with the help of CRM 2011 and its tight integration with MS Outlook and handheld devices, Institutional Sales and Marketing teams will spend less time on administrative tasks, combining notes on client profiles from various sources, or trying to track down participant and attendee background and contact info needed for future networking or fundraising functions. Instead, they will be more organized and freer to focus on business development activities and cultivating relationships with current and potential investors. Similarly, the Investor Relations department and Account Administrators will be able to improve their response times to client inquiries and their overall level of service. Likewise, Portfolio Management teams will be able to access accurate and comprehensive data quickly and use it constructively to help optimize client relations and sales-oriented activities, such as traveling to meet with executives of companies under serious consideration for investment or when having to brief high-valued investors on a fund’s performance and investment strategy.

The open architecture of CRM 2011 also facilitates data consolidation and integration with back-office portfolio management, accounting, and performance reporting systems and external data sources. Having a single shared repository of client information along with related portfolios, accounts, holdings, and transactions allows for broader interdepartmental collaboration and a more unified, consistent service approach. The 360-degree view in CRM 2011 can additionally include a capital raising pipeline, which makes it easier to identify, monitor, and close investor acquisition opportunities. Furthermore, having all of this ample, centralized data readily available for easy reference and retrieval from CRM in the event of possible compliance and audit requests enables Asset Management firms to adapt more quickly to the ever-changing regulatory landscape. On the other hand, money management firms still insisting upon relying on a decentralized infrastructure consisting of multiple disparate systems will not be able to meet the challenges of today’s evolving regulatory demands.

Asset Management firms with an unwavering dedication to client service and with rapid expansion goals should consider the Capital Markets industry-tailored CRM 2011 solution from Customer Effective. CRM 2011 can help Asset Managers build trust and confidence with investors, internal colleagues, and third-party consultants. To learn more about how Customer Effective can help Asset Managers and other firms in the Capital Markets sector exceed client expectations, rapidly grow AUM, and meet heightened scrutiny and regulatory requirements, please visit our website.

Post by: Kevin Wessels, Customer Effective

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