CRM for Institutional Asset Management

 

marketbuilders-ipad-mockup+copy.jpg
 

Market Builders CRM Accelerator
for Institutional Asset Management®

Market Builders CRM for Institutional Asset 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.

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.

Copyright © 1998-2019, Market Builders Inc.

 
blue-arrow.png

Implemented 125 of the Top U.S. Investment Firms

 

Opportunity Managment

  • 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

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

  • Actively Manage Consultant Product Ratings

 
 
 

★★★★

“Market Builders continues to get it done!

I originally used Market Builders in 2010 to implement Salesforce at a small institutional asset manager. Three years later, and another firm, they are still my go-to implementation experts. Ray and Paul are efficient, knowledgeable of the institutional asset management business and solution providers.

Crissy Zantiny
Vice President, Scout Investments

 
blue-background.png
 

Market Builders MMD
Money Market Directory Data Integration

Market Builders – MMD provides 29 custom salesforce.com objects that allow a company to store all of the data on Plan Sponsors and Financial Consultants that is provided by the S&P Money Market Directory Pensionscope database.

  • Hot links from salesforce.com to MMD Web Access and between Sponsors and Consultants

  • Access to all MMD data elements for reporting, analysis and to create mass marketing programs

  • Access and analyze competitive information on other Investment Managers and their clients

Prospecting

  • Find “best fit” Plan Sponsors based on investment criteria and geography

  • Manage mass marketing programs to prospects and consultants

Competitive Analysis

  • Search for Investment Managers servicing clients by type, by area, by product

  • Find Plan Sponsors using Investment Managers you want to target

Consultant Relations

  • Conduct searches for “best fit” Consultants

  • Find Sponsors using a specific Consultant

  • Conduct marketing programs for your product/service offerings

Market Builders MMD application has been built in order to allow a data store of the Standard & Poor’s Money Market Directory Pensionscope database. MMD sells this data and we have designed the custom objects, tabs and fields to store it all in salesforce.com. This allows clients to use the salesforce.com integrated reporting tool to create custom reports and searches against the MMD data as well as have a hot link to the MMD Web Access product.

To learn more about Market Builders CRM for Investment Management and Market Builders – MMD visit our listing on the Salesforce.com AppExchange or contact us.

 
 

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