CRM for Institutional Asset Management

Thirty Years of CRM Solutions for Institutional Asset Management.

Market Builders was founded in 1988 as a consulting company focused on sales force automation and customer relationship management software. Since that time it has empowered hundreds of companies with CRM tools. Since 1990, Market Builders has focused on the institutional asset management industry. This industry has complex information requirements needed to profile the various organizations operating in their sphere of influence. This includes information on Plan Sponsors, Financial Consultants, Service Providers such as Custodians, Trustees, Brokers as well as Platform Providers and RIA’s. Market Builders has worked with the market leaders in this industry and has implemented CRM systems for over 125 institutional asset management firms.

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Implemented 100 of the Top U.S. Investment Firms

Market Builders began offering it’s CRM accelerator for institutional asset management in 1993. It continues to be the industry leader for customizable out-of-the-box CRM implementations. We have continuously improved our products based on the most current demands and requirements of our clients. Our experience working with so many of the top asset management firms puts us in a position to apply CRM best practices observed within a wide variety of organizations who have diverse requirements. We can accommodate virtually any client because the underlying tool, salesforce.com, has unmatched flexibility, and the data model, database, screens, reports and workflow are fully customizable without programming. We deliver solutions that work exactly how our client’s people and business needs them to work.

 

Empowering 25,000 Users

 
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Management

 
Raymond+Dugas
 

RAYMOND DUGAS
PRESIDENT + CEO

Ray co-founded Market Builders as a firm focused on providing turnkey Customer Relationship Management (CRM) solutions in 1988. In 1990, the firm began to focus on the financial services industry and specifically on institutional asset managers. Ray has overseen the sale and implementation of CRM solutions at over one hundred institutional asset management (IAM) firms in the US; including one-third of the top one hundred, and four of the top ten. Market Builders clients include AIG, Atlanta Capital, BlackRock, Citigroup, Fidelity, Harris Associates, ING, JP Morgan, Legg Mason, Nuveen, Putnam, Prudential, RW Baird, T. Rowe Price, Victory Capital, Wasatch Advisors, William Blair and Wells Fargo.

Prior to founding Market Builders, Ray was a sales executive in the information systems business aimed at small businesses and large multinational corporations. Ray managed the IBM mid-range systems sales team that led the Northeastern U.S. in new business sales for two consecutive years. He also developed and implemented the first industry marketing sales programs for IBM mid-range systems. As Manager of OEM Operations and National Sales Manager for the IBM’s National Distribution Division, Ray provided the marketing and sales management support for all IBM manufacturing divisions selling to the OEM market. Ray also served as Regional Sales Manager for a Mainframe application and database software vendor focused on Fortune 1000 corporations.

Ray has a B.A in Mathematics from Clark University.

 
 
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PAUL STAGER
PRINCIPAL + CTO

Paul joined Market Builders in March 1990 and as Principal has focused on the development and implementation of CRM systems at over 150 companies. He has extensive experience in the institutional asset management industry having been directly responsible for over one hundred custom turnkey implementations. Clients include: Aetna, AIG, AllianceBernstein, Citigroup, Fidelity, Harris Associates, JP Morgan, Mellon, Lincoln Financial, MetLife, Prudential, State Street, T. Rowe Price, UBS, United Parcel Service and Wells Fargo.

Paul brings over 35 years experience in systems that support all phases of Sales, Marketing and Clients Service in companies that range in size from venture-backed start-ups to AT&T and UPS. Prior to joining Market Builders, Paul was co-founder of Adelie Corporation in 1982 – a leading provider of semi-custom CRM solutions for Fortune 100 companies. At Adelie, Paul developed the first fully integrated Marketing & Sales system that won industry awards for innovative implementations at Westinghouse and Xerox that utilized mainframe, mini and IBM’s first personal computers. When Adelie was acquired by AT&T in 1988, Paul stayed on as Senior Vice President responsible for all client relationships.

Paul has a Bachelor of Science and Engineering from the University of Michigan and a Master of Business Administration from Boston College.

 
 

Client Satisfaction = 100% On Target

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Client Experience

Market Builders has been delivering innovative CRM solutions for over twenty-five years and has designed and implemented over 125 Institutional Asset Management (IAM) clients and empowered over 25,000 users. Since 2008 we have focused on the IAM business with a Salesforce.com solution and have implemented over 75 clients with our product and services. Our Salesforce clients include the following companies:

 

Aegon IM

Alliance Bernstein

Altrinsic Global Advisors

American Beacon

Analytic Investors

Angelo Gordon

Ares Management

Artio Global

Aristotle Asset Management

Atlanta Capital

Axiom International

Bridgeway Capital Mgmt

CIFC Asset Management

Geode Capital

Glenmede Trust

Global Evolution

Greystone Managed Investments

Harris Associates

Highland Capital Management

Iridian Asset Management

Kennedy Capital Mgmt

Longfellow Capital

Manulife Global

McDonnell Investment Mgmt

Montag & Caldwell

Muzinich

NISA Investment Advisors

Nuveen/TIAA

Oak Ridge

Parnassus Investments

Portfolio Evaluation Assoc.

Prudential Global Investment Mgmt

Putnam Investments

Rainier Inv Mgmt

Research Affiliates

Ridgeworth Capital

RS Investments

RW Baird

Sage Advisory

Sawgrass Asset Management

Scout Investments

SEIX

Smith Graham

State Street Bank

Sun Trust

Systematic Financial Management

Thomas White International

Thornburg Investment Mgmt

Three Bridges/Indus

Transamerica Investment Mgmt

Victory Capital

Wasatch Advisors

WCM Inv Mgmt

William Blair

 

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:

 

 
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