December 9, 2008
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December 5, 2008
Providing a networking group for Investment Management CRM professionals
The growing popularity of LinkedIn, the Business Networking site, has prompted us to create a group focused on connecting Investment Management CRM professionals.
There are few forums for CRM professionals in the Investment Management industry to discuss their common challenges and share insights into best practices. This group is intended for business and technology-focused discussions that cover the broad spectrum of CRM-related functions and processes. These include but are not limited to:
• Salesforce Automation
Click on the links to the right to either register with LinkedIn or to join the group. |
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November 18, 2008
As has been widely announced today, Jupiter Asset Management has gone live with Institutional Client Reporting provided by Vermilion Software. The selection was announced in on Feb 29th, 2008. So that’s six or seven months to implement, give or take some delivery and PR wriggle-room.
November 14, 2008
Matt Asay recently posted some commentary on the benefits of Software-as-a-Service and Open Source technology in a business downturn. As usual Matt draws useful conclusions on how IT groups might react over the coming months (and years!).
October 15, 2008
Fundworks have announced that Schroders in Singapore has selected to use their Client Reporting solution. This follows on from the decision in May by Schroders UK to select the Fundworks Client Reporting solution.
August 19, 2008
The business challenge
We’re undertaking a vendor selection for a client seeking a Marketing Automation and Email Marketing solution. They want to introduce efficiencies into an already very busy Marketing department while improving the service that they provide to the wider Sales and Servicing communities.
Potential vendors
Based upon an initial criteria of integration with salesforce.com CRM, the shortlist comprises the following:
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All of these vendors have some integration with salesforce.com and Investment Management experience. However, this is a very immature software category in the Investment Management industry. The salesforce.com integration is a key factor so there are no other vendors in play at present. However as the industry and software matures, maybe there are some emerging solutions that need to be considered in future.
A wider net
So has anyone experience with other Marketing Automation vendors? Are there some that don’t currently integrate with salesforce.com but are a strong enough proposition to be considered in isolation? We welcome all suggestions and comments. In return, we’ll happily share our experience of Marketing Automation within the Investment Management industry with you.
July 29, 2008
Do you have a query about our company, services, projects or website? We’d be more than happy to hear from you.
Please use the form below to send your query:
June 27, 2008
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:
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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
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process design, re-engineering and change management
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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:
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CRM for Financial Services SalesForce Automation; more details are in the brochure here
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Client Communications for Institutional Investment Management
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New Business Management for Financial Services
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Client Service and Support for Institutional and Corporate channels
June 27, 2008
Providing Business and Technology Expertise to Financial Services
Tomtom Consultants Ltd was formed in 2006 and is based in the UK. As a company, our core proposition is to advise Financial Services companies on how to improve the way they develop, market and sell products - and how to effectively service and efficiently support clients and partners.
Rather than follow a traditional consulting model, Tomtom Consultants has a network of known and trusted associates that provide our services. This allows us to provide a wider range of services and increases the value we can add in our engagements through flexible resourcing.
We also work with our partners and vendors to develop our resourcing network giving us access to a pool of experienced and knowledgeable business and technical experts that is second to none. You can find out more about our partners and product vendors on the Partners page. |
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