Institutional Asset Management

Client relationship management for your firm

With growing competition from alternative investments, evolving regulatory demands, and rising client expectations, face a variety of challenges in an already complex business. To meet these demands, you must effectively foster the relationships that form the bedrock of the business—relationships with consultants, influencers, custodians, prospects, and existing clients.

Pivotal CRM for Institutional Asset Management offers industry-specific functionality that enables you to develop deep insight into client needs, preferences, and influencers, accompanied by tools that help you automate multi-step processes, track performance, and collaborate better as a team.

The solution mirrors the business processes and data models commonly used by institutional asset management firms. Its flexible platform allows it to be seamlessly connected to the entire firm, including back-office financial systems.

Key Features

  • 360-Degree Client Profiles
  • Relationship/Influence Tracking
  • Expense Tracking
  • Performance and Client Reporting
  • Productivity Tools
  • Workflow Management
  • Activity Management
  • Event Management
  • Consultant Management
  • Proposal Tracking
  • RFP Process Management
  • Opportunity Management
  • Sales Forecasting
  • Compliance Assistance
  • Handheld CRM

Here’s what Pivotal CRM for Institutional Asset Management can do for you

Create a Holistic Client View

Leverage a single, unified, 360-degree view of institutional clients to create a rich resource that all relevant personnel can draw upon to deliver proactive advice and create better-targeted products and proposals that are more responsive to client needs.

Increase Client Retention

Empower your firm to get proactive with contract renewals, ensuring regular, personalized interaction through the life of the contract and taking preparatory steps to ensure renewals well in advance of contract expiration.

Understanding Influences on Institutional Account Decision-Making

Enable your firm to track account influencers and identify the consultants that are most profitable to the firm. This lets you approach client activity more strategically by leveraging relationships.

Enhance Collaboration of Multi-Functional Teams

Effectively coordinate and apply resources where they will be most effective by facilitating the creation of detailed action plans with steps assigned to individual team members. With all team members referring and contributing to account information and activity in a single, central location, collaboration is improved, efficiencies are achieved, information and insight are pooled, and every team member is always on the same page.

Accelerate Complex Multi-Step Processes

Save hours of repetitive work every day with built-in workflows that increase efficiency. Data-driven workflows can coordinate and accelerate the numerous steps and stakeholders involved in critical processes such as account setup and the RFP response process.

Track Client Information, Interaction & Communications for Regulatory Compliance

Automate the capture of information needed for regulatory compliance and document processes and communications in a central repository for easy reference, retrieval, and reporting.