Solutions for Asset Management Companies
Asset Management Edition
Our CRM solution for asset management helps mutual fund
companies enhance customer satisfaction and boost revenues by
streamlining processes, improving distributor management and
facilitating cross-border workflows with registrars on a single
technology platform.
Background
- A large share of business is driven through intermediaries
where information challenges exist for effective management.
- AMCs continue to face stiff revenue targets spread across
numerous stakeholders, who struggle to deal with too many
departments, systems and geographies.
Challenges
- How to create an intelligent, unified view of customers and
their needs?
- How to provide valid, up-to-date distributor-wise AUM data to
help relationship managers drive performance?
- How to influence corporate investment decisions, to attract
funds into right asset classes?
- How to use registrar data to build stronger relationships, spot
trends, movements and detect early warnings?
- How to segment distributors & focus limited resources on
higher potential relationships?
- How to plan and aid distributors to expand their customer base
and AUM?
- How to effectively train workforce, distributors and key
influencers on new products, value-additions and complementing
skills?
- How to manage competition by empowering relationship managers
with data to grow & measure the width/depth of
relationships?
- How to ensure optimal service quality to investors &
distributors, across a multi-source eco-system?
- How to manage joint marketing campaigns & events, utilize
feedback to improve spending?
Solution
Asset mangement companies (AMCs) often have annexed visions due
to the complexities involved in creating a single repository of
actionable data. In such scenarios, most CRM initiatives become
departmental in nature, solutions that quickly become part of the
problem.
CRMnext's solution for asset mangement companies is uniquely
complemented by the Trend Server, an analytical engine,
purposefully built for AMCs. Using the intelligence from Trend
Server, CRMnext ushers in complete practices, streamlined
processes and consolidated systems, ensuring that it quickly
becomes a single destination for stakeholder needs.
To learn more about our CRM solutions for asset management,
contact a CRMnext Expert.