Market Builders CRM for Investment Management

Market Builders CRM for Institutional Investment Management ®

Market Builders CRM for Investment Management provides users access to comprehensive selling and client servicing data and all of the intertwined relationships while provisioning the tools to manage it all. It also incorporates best practices gathered from over fifty institutional asset management implementations at many of the largest and most prestigious firms in the industry.

The entire application is built on native salesforce.com. It includes many of the standard objects in Salesforce such as Firms, Contacts, Activities, Opportunities, as well as having 54 custom objects.

Description:

OPPORTUNITY MANAGEMENT

Track and link the consultant and other service providers influencing each deal

Manage RFP’s and RFI’s through the entire response process

Alerts when an opportunity reaches a critical stage or closes

Keep current copies of all related documents and files

CLIENT SERVICE

Improved communication on account data & performance to clients and service providers

Make portfolio data that resides in other systems/databases easily accessible

Provide automated “workflow” to insure alerts are triggered when certain events occur

Manage client reporting process

ACCESS TO 3RD PARTY DATA

Store all of the rich information from 3rd party databases

S & P Money Market Directory – access to all data elements within Salesforce

MANAGE CLIENT MEETINGS/CONFERENCES

Track attendees, participants and resources required

Auto assign tasks and responsibilities to multiple people

Track budget and expenses

Attach documentation/handouts/presentations

COMPLIANCE

Facilitate risk profiling and other KYC requirements

Automated “workflow” to insure steps followed & policies observed

CONSULTANT RELATIONS

Track, Monitor and Manage consultant relationships

Conduct searches for best fit consultants

Link consultants to portfolios and opportunities

Custom objects, tabs, and fields, as well as specific workflow needs, can be easily incorporated into the system to reflect the clients individual requirements. This is all done using the native Salesforce.com setup functions which greatly facilitates the customization process.

Many of the custom objects in the Market Builders application are built in order to allow a data store of the Standard & Poor’s Money Market Directory database. Money Market sells this data and we have designed the custom objects, tabs and fields to store it all in Salesforce.com. This allows our clients to use the Salesforce.com integrated reporting tool to create custom reports and searches against the MMD data and their own data.