Transforming Investment Management Sales, Marketing and Client Services   Based on a detailed vision and previous experience of transformation projects, we provide specialist services to support any Investment Manager seeking to:   improve their Client Communications, Reporting, CRM, Contact Management, Fund and Marketing communciations processes and offerings transform their Distribution firm through technology, process and organisation-enabled change programmes establish a shared, centralised Sales, Marketing and Client Services platform that enables global, multi-product, multi-channel support

For many years, Investment Management has underinvested in it’s Distribution capabilities. The challenges of selling, marketing and servicing in an increasingly complex market have been accentuated by an environment of manual processes, tactical systems and unstructured organisations. . We are now seeing increasing activity to alleviate this situation. Our services assist Investment Managers to enable this change through:

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• a technology vision that develops a Distribution Platform for Investment Managers and Financial Service companies

• process design, re-engineering and change management

• structural organisation change to take advantage of specialist and centralisation

Specialised support packages

Tomtom Consultants has assisted a number of companies with their initial CRM projects, enabling both the technology and  processes that result in success for the business.  Once up-and-running our clients are able to support the majority of ongoing needs internally.  However, a regular programme of external support, education and development often helps keep CRM in the shape that the business needs it.  At present, we provide support packages focused around the following business areas:

• CRM for Financial Services SalesForce Automation; more details are in the brochure here

• Client Communications for Institutional Investment Management

• New Business Management for Financial Services

• Client Service and Support for Institutional and Corporate channels