How to Switch CRMs Without Losing Investor Data or Disrupting Your Team
The decision to switch CRM platforms is usually the easy part. Most investment management firms that reach it have been living with the frustration of a system that does not fit their workflow long enough to feel certain the change is necessary. The harder question is how to execute the switch without losing years of […]
How to Migrate from Microsoft Dynamics to a Purpose-Built Investment CRM
Microsoft Dynamics 365 is a capable enterprise platform. For investment management firms that landed on it through an IT mandate, a Microsoft enterprise agreement, or because it appeared on a general CRM shortlist, it often works reasonably well in the early years when the team is small and the workarounds are manageable. Over time, the […]
How Investment Firms Use CRM to Manage Co-Investment Relationships
Co-investments have become one of the most strategically important relationship dynamics in private equity and institutional asset management. For LPs, co-investment access is increasingly a condition of fund commitment. For GPs, co-investment is a tool for deploying capital at scale, strengthening LP relationships, and differentiating their fund from competitors in a crowded market. The volume […]
How to Use CRM Segmentation to Personalize Investor Outreach at Scale
One of the most consistent gaps between how investment management firms use their CRM and how they could use it is segmentation. Most firms capture enough investor data to support highly personalized, targeted outreach. Most firms then send the same quarterly letter and generic fund update to their entire investor base, treating a $50M LP […]
How Wealth Management Firms Use CRM to Grow AUM Without Growing Headcount
The economics of wealth management have always rewarded scale. A firm that can serve more clients at higher AUM per relationship without proportionally increasing the cost of service delivery operates at a structural advantage. For most of the industry’s history, scaling the client relationship model meant hiring more advisors and relationship managers. The firms that […]