Hedge Fund CRM Solutions by Infinity Info Systems.
The Hedge Fund industry experienced a period of rapid growth followed by a period of increased scrutiny in the last couple years. 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 Hedge Fund managers are required to deliver the highest degree of care and personalization to clients.
Infinity Hedge Fund CRM solutions can help your team strengthen relationships with existing clients and prospects by delivering a powerful, award-winning relationship management system.
Infinity's Hedge Fund CRM Solution for Financial Firms:
Centralize and consolidate your contact information, emails, Word documents, PowerPoint presentations, holdings data, and transaction data.
Leverage your key relationships by seeing how 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 individual investor accounts and potential subscriptions and redemptions by fund to make better forecasts.
Infinity's Hedge Fund CRM Solution:
Works the way you do - Infinity's CRM Solutions for Hedge Fund Firms 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 Hedge Funds CRM Solutions for Financial Service 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 Hedge Funds CRM Solutions for Financial Service 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.
