Rapid development of a robust CRM strategy for Investment Managers and Financial Services firms
| During the past five years, we have seen Client Relationship Management become a key enabler for Investment Management and Financial Services firms. Contrasting with the previous under-delivery and failure, the new generation of CRM technology and business processes support significantly more efficient and effective Distribution and Communication strategies for Investment Management firms. Companies now recognise the need to develop these capabilities and take advantage to move their business forward. |
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In order to assist firms that are looking for a fast and effective approach to accessing our expertise, we have devised a series of packages that are designed to build towards a successful business transformation and adoption of a CRM-enabled strategy. Each of our CRM Accelerator stages develops the business and technology understanding of CRM capabilities to ensure a fully-tailored and focused strategy is defined. One that meets the individual needs of your firm as the basis for business and technology change that fully embraces CRM as the new "business as usual".
Click on a link below to find out more about our packages:
- a fifteen page report on the Current state of CRM in Investment Management
- a fifteen day project to define business strategy and a CRM Accelerator
- a Distribution and Servicing strategic platform built on our Investment Relationship Management Suite
Our experience in defining, enabling and delivering CRM business and technology strategy over this period has developed unparalleled expertise in meeting sales, marketing and client servicing challenges. Based upon an in-depth understanding of the Investment Management industry standards combined with comprehensive knowledge of CRM processes, data and reporting, we help firms take advantage of the technology solutions to develop new markets, increase profitability and maximise client retention.
We have devised an approach that is designed to allow firms to pick and choose depending on their stage of CRM development, but work towards our strategic vision of an Investment Management Distribution Platform. A platform that integrates organisational, operational and technology capabilities to meet the strategic needs of Investment Management firms globally.
Our Current state of CRM in Investment Management report provides unparalleled insight into the drivers, requirements and usage of CRM across the Investment Management industry. At fifteen pages long, it provides business and technology leaders an immediate step up to developing and managing a shared strategic platform. Based upon research from the past 18 months, this report provides expert analysis on:
- what challenges and opportunities are firms meeting with a CRM-based strategy, and what does the business look like when it embraces the information, tools and processes
- how are firms developing their CRM capabilities beyond contact management to support sales, marketing and client servicing in new and existing markets
- who are the major CRM vendors in the UK and European marketplace, and where will the technology sit in the Investment Management and Financial Services operating model
The CRM Accelerator package is designed to quickly identify strategic business drivers and deliver a basis for developing the required CRM capabilities. Over a few weeks, workshops and interviews form the basis of analysis for a fully-tailored Business Strategy and Potential Solutions package. Our unique and specialised approach is based upon a number of value adding components:
- collected best practices from leading investment management firms covering business development, marketing and client management business disciplines
- template and proforma workshop materials and documentation that quickly capture and reflect business drivers, requirements and solution features to allow a fully-tailored service and outcomes
- industry-leading and independent analysis of the features and capabilities of the leading CRM solutions, resulting in a detailed evaluation of alignment with business drivers and requirements - a firm basis for further decision making
The emergence of CRM, Client Communications, Digital Marketing and other solutions has presented a new set of challenges to Investment Management and Financial Services firms. These tools are able to dramatically improve the effectiveness of Distribution for these companies while introducing greater efficiencies. However, while these technologies have developed businesses have yet to fully comprehend how orwhy they should be used.
The Investment Relationship Management Suite is the first platform to be developed solely with the needs of the Investment Management and Financial Services industry in mind. Rather than a single software product, the platform integrates a series of leading tools to create a set of best-practice processes that quickly take firms to the next level of using web 2.0 technology to signficantly improve their Distribuion functions.
Utilising the integration power of cloud computing and based upon several years development, the Investment Relationship Management Suite enables firms to quickly ramp up capabilities in key areas, including the following:
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