For most of the past several decades, investment performance was the primary differentiator between asset management firms competing for institutional capital. Performance still matters. It
Most investment management firms do not set out to build their operations on a generic CRM. It usually happens gradually. The firm starts small, a
HubSpot is one of the most recognized CRM platforms in the world. It is easy to use, well-priced for early-stage teams, and genuinely effective for
The phrase “investor portal” gets used loosely in the investment management industry. Some vendors use it to describe a secure document repository. Others use it
Most investment management firms that implement a CRM do a solid job of capturing the basics: contact names, email addresses, phone numbers, firm affiliation. What
Most conversations about CRM in investment management focus on the front of the funnel: finding prospects, building pipeline, closing capital. Those are real CRM use
Business development in investment management does not look like business development in most industries. The sales cycles are long, the decision-making structures are complex, and
If you work in wealth management, private equity, or asset management, you already know that your time is best spent building client relationships and pursuing
When a wealth management firm, asset manager, or fund administrator starts shopping for a CRM, Salesforce is almost always on the shortlist. It is one
CRM is one of those acronyms that gets thrown around constantly in business software conversations, often without a clear explanation of what it actually is