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 100 institutional asset management firms.
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.