Enhance your Private Wealth Management and Family Offices with Infinity's CRM Solutions.
The rapid growth of investment management firms has formed a competitive landscape for Private Wealth Managers and Family Offices, while compliance regulations are simultaneously driving costs and tying up employee productivity.
Your employees are spread thin, leaving little time for one of the most important items in maintaining assets and generating new business: building stronger relationships with existing clients and potential referral sources. In this climate, how can you ensure that your team is securing, retaining and servicing your prospects and clients better than ever before?
Infinity can help your team strengthen relationships with existing clients and referral sources by delivering a powerful, award-winning relationship management system.
Infinity's CRM Solution for Private Wealth Managers and Family Offices:
Centralizes and consolidate all of your client information into a single, organized data source including notes, documents and activities. Answer your clients' questions more quickly and efficiently in a few clicks or less.
Leverages your relationships with referral sources to drive more leads into your pipeline.
Manages the complexities of your third party relationships including attorneys, accountants, consultants, business brokers, trustees, custodians, etc.
Integrates easily with portfolio and trust accounting systems, including Advent and SunGuard.
Eliminates hours of busy work by automatically generating timely and personalized client emails, such as monthly statements.
Provides timely reports: Client Profile, Client List by AUM, Top Clients by AUM, Referrals byCompany/Contact.
How Infinity's Solution for Private Wealth Managers and Family Offices help:
Works the way you do - Infinity's CRM Solutions for Financial Service 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 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 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.
