Asset Management CRM solutions by Infinity Info Systems will help you be more efficient and productive in your business.
The Asset Management industry has undergone a dramatic transformation in the last decade. Growth in assets under management and market volatility has led to increasingly complex client relationships. With competitive pressures and an explosion of new products, it's no surprise that retaining clients and demonstrating value are top priorities for this industry. Today's Asset Managers are required to deliver the highest degree of service and personalization to clients.
With Infinity's CRM for Asset Management solutions, your team will be able to strengthen relationships with existing clients and referral sources by delivering a powerful, award-winning relationship management system.
Infinity's Asset Management CRM Solutions will help you:
Centralize and consolidate your contact information, emails, Word documents, PowerPoint presentations, holdings data, and transaction data.
Leverage key relationships by seeing how your contacts are interconnected (e.g., third party consultants, other clients, and colleagues).
Eliminate hours of busywork by automatically generating client emails, compliance, reports, ad-hoc analytic and pipeline reports.
Get instant access to the performance of your individual investor accounts and potential subscriptions and redemptions by fund to make better forecasts.
Infinity's CRM for Asset Management Solution also:
Works the way you do – Infinity's Asset Management CRM Solutions offers intuitive integration with the Microsoft Office suite of programs that your team uses day in, day out, including Outlook, Excel and Word. This helps to ensure high end-user adoption rates.
Works the way your business does - Infinity's CRM Solutions for Asset Management Firms offers a wide variety of configuration, rich customization and extensibility features that allow for an enhanced custom fit for your firm's unique requirements. You won't have to wait months for the next release of our product to get the features you want.
Works the way technology should - "Freedom of Choice" enables multiple deployment options including on-premise, partner-hosted, and CRM Online. Infinity's CRM Solutions for Asset Management Firms is a highly flexible system that can grow and change alongside your business. Infinity offers flexible payment structures to meet the capital needs of your business.
