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:
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
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
process design, re-engineering and change management
structural organisation change to take advantage of specialist and centralisation
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
