CRM for Institutional Asset Management
 
 

We provide the leading CRM solutions for Institutional Asset Management.

Our comprehensive CRM applications are built on native Salesforce.com and ready for rapid implementation.

 
 
 

Experience and intelligence.

Blue-Bar.png
ferdinand-stohr-O2JbMiA6ias-unsplash.jpg

 

State-of-the-art industry expertise.

We have focused on the Institutional Asset Management industry for over 25 years and worked with industry leaders as well as many small to mid-size managers in delivering comprehensive state-of-the-art CRM systems. With over 125 projects completed there isn’t much we haven’t seen as best-of-breed solutions to different challenges. We utilized that experience to develop and enhance our institutional asset management accelerators over the years. We also use that expertise to quickly modify our CRM App to create the most effective data model needed to address the unique requirements of our clients.

Practice makes us perfect.

The primary implementation resource working with you in this exercise has worked on all 125 of our asset management implementations. That industry experience is invaluable when designing the architecture of your company’s CRM solution. We know this is true as we have re-architected a number of client’s systems using our Accelerator after their first install with others did not deliver the CRM business model they needed.

 

★★★★

Market Builders – Rapid Implementation, Cost Effective, and Subject Matter Experts!

The Market Builders solution was a perfect fit for our needs in the Institutional Asset Management division. Ray Dugas and Paul Stager are true subject matter experts, and provided guidance and best practices during our rapid implementation.

Jeanene Bettner
CRM Director, Thornburg Investment Management

 
blue-background.png
 

Out-of-the-box
and ready to roll.

Market Builders Accelerators provide an “out-of-the-box” CRM solution for the institutional asset management industry. Combining best practices industry experience with an extraordinary flexible architecture empowers our clients with a product adaptable to their specific needs.

Over 75 installs on Salesforce.com with many on the new lightning platform.

Read more about our accelerators:

marketbuilders-iphoneXfront.jpg
 
bestinclass.png
 

Best in class at your service.

Market Builders can implement “state of the art” CRM system and assist in successfully realizing goals to better serve clients and increase the probability of new business.

 Read more about our services:

 

Demonstrated success.

If you’re interested in learning more about our products and services, we would love to hear from you. We’re happy to setup a demo of our products and help you make a plan for increasing and optimizing your sales.

Contact Ray Dugas at (617) 645-0540 or message us:

 

 
lightgrey-background.png