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
Salesforce ships with generic objects, Leads, Contacts, and Accounts, built for any industry. For investment managers, that means someone has to build LP relationships, AML/KYC
Most buy-side professionals are sitting on untapped growth, and don’t realize it. The clients, prospects, and relationships you need to grow are already in your
Your CRM is only as valuable as the insights you pull from it. Too many firms treat it as a contact database, missing the opportunity
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