Fundworks have distributed a press release today announcing that JP Morgan Asset Management have implemented FundNets content management solution. It’s a decent win for Fundworks with a prestige name - see eFN, Is JP Morgan now the best bank in the world?
3i Infotech have published a report on the value of Client Reporting teams. You have to provide your details when registering for the report here or send an email to marketing.we@3i-infotech.com. The title of the report is ‘Client Reporting Teams - The Unsung Heroes of the Investment Management World’, which gives a clear indication of the audience, and the key findings identified are:
It’s that time again. saleforce.com have added the ‘Coming in Summer 09′ tag and we’re looking through for the features we want and wondering where the ones we really need have gone to - multiple contacts on a single event, need we say more.
Updated 07/04/09: Looks like there is a UK alternative. Ribbit provided by BT. Interesting to see how BT push it, and great to see the capability make it to Europe.
We were just alerted to Jott based on its recent release of Jott for Salesforce service, www.jott.com. However, the following seems relevant to any CRM implementation. It could be the solution to the most common issue stopping 100% adoption of CRM solutions. Put simply it allows users to dictate notes to a telephone answering service, which then converts the message to text and adds the record to salesforce.com.
Some client reporting news, Mercer have selected Vermilion for their client performance reporting. As a ‘Tier One’ consultant, that means that a number of FTSE 100 companies will be receiving performance reports automated and produced via the Vermilion Reporting Suite. You can see the full press release at http://www.vermilionsoftware.com/News.asp?Action=detail&id=50
salesforce.com made a free version of their Mobile application available this week to Professional and Enterprise license users that haven’t got full Mobile licenses. It’s simple to configure on the salesforce.com side but may need the usual Blackberry device installation hoops to be jumped through. It’s also available on iPhone and Windows Mobile. Find out more at http://www.salesforce.com/mobile/lite/
Following our survey earlier in the year, we prepared a thought leader presentation for a client. The generic slides are in the presentation below.
We’ve been running a survey on how Investment Management companies have been communicating with clients, distributors and markets during the past few months. We had a good response* and the summary findings are:
We’ve been running a survey on how Investment Management companies have been communicating with clients, distributors and markets during the past few months. We had a good response and will update this article with findings when the analysis is completed.
