The phrase “360-degree view” gets used a lot in CRM marketing. But for asset management firms, it has a specific and consequential meaning: the ability
Most asset management firms implement a CRM and then let it run. What they rarely do is step back and evaluate whether the system is
A CRM is only as good as the data in it. And the data is only as good as the people who put it there.
Multi-strategy investment firms face a CRM problem that single-strategy managers don’t: every investor may have a different relationship with a different part of the business,
If you’re an institutional asset manager, fund of funds, or alternative investor evaluating CRM platforms, Backstop and SatuitCRM are two of the most purpose-built options
Asset management firms that try to use HubSpot often find themselves spending more time configuring the tool than using it, and still not getting what
Family offices run some of the most complex investor relationships in the industry, and most CRM platforms weren’t built for them. Here’s how to find
You know your firm needs a better CRM. Now you need to convince your CIO, COO, or investment committee. Here’s how to build a business
Growing your AUM is the goal, but growth creates operational complexity that can undermine the investor relationships that drove the growth in the first place.
Most investment firms don’t realize they’ve outgrown their CRM until the problems are serious. These five warning signs tell you it’s time to upgrade before