Side letters are one of the most operational complexity sources in institutional investment management, and most firms manage them far less systematically than the risk
Responding to institutional requests for proposal is one of the highest-effort, highest-stakes activities in investment management business development. A well-structured RFP response from an institutional
A new investor relations hire who joins a firm with a well-maintained CRM and a structured onboarding plan can be productive in investor-facing conversations within
Investment management firms have always operated in a regulated environment, but the scrutiny applied to investor communication recordkeeping has intensified materially over the past several
Most investment management firms approach CRM vendor evaluation the wrong way. They schedule demos, watch vendors present their platforms’ strengths, collect pricing proposals, and then
Microsoft Dynamics 365 is a capable enterprise platform that lands on investment management firms’ technology stacks in a few predictable ways: a corporate IT mandate
The decision to issue a formal RFP before selecting a CRM platform is the right one for most investment management firms. A structured evaluation process
One of the most consistent findings in investment management operations is that redemptions are rarely surprises to the investors who initiate them. By the time
Fund of funds managers operate under a relationship management complexity that most CRM platforms were not designed to address. On one side of the business
One of the most operationally impactful capabilities in a purpose-built investment CRM is the ability to send, track, and log investor communications directly from the