Customer Relationship Management (CRM ) Systems

VendorMatch

A CRM system is designed to manage, track, and record customer interactions. They typically include features and functionality to support lead management, campaign management and contact management. The CRM typically serves as the central repository for storing contact information for an account holder, policyholder, agent/financial advisor, vendor, or other entity. CRM solutions are used heavily by marketing and sales departments to manage marketing campaigns, but they also can be used for client on-boarding, KYC, relationship management, client account operations, portfolio and performance operations.
  • A flexible provider evaluation framework that combines quantitative and qualitative feedback to align the value of sell-side interactions with pa…
  • Visible Alpha's Resource Tracking can be used to track and analyze every research resource you consume, including vendor readership. With a flexi…
  • Communica dCRM is a functionally rich, Enhanced Financial Services CRM and Workflow system. It is designed to support Marketing, Investor Relatio…
  • iMeta Assassin is a complete, end to end client onboarding and entity data management platform; capable of handling the comprehensive regulatory…
  • BankSight announces it’s 6th Release: The First Intelligent Banking CRM for community and regional banks, and credit unions. Here is what this me…
  • Avoid the challenge of managing customer and potential-customer relationships through spreadsheets, email logs, calendar invites and other notes.…
  • Sales Infinite is a holistic platform that combines CRM with complete Customer Lifecycle Management and E-Commerce. A traditional CRM system isn'…
  • Singletrack Edge is a sell side client engagement platform, designed exclusively for capital markets firms with tools for Sales and Trading, Rese…
  • ProTrak has been serving the needs of the investment industry since 1988. Our user-friendly system was designed by industry veterans to: - Accomm…
  • Cloud Hedge is a specific solution for Hedge funds based on Salesforce: the world leader of Cloud platforms. Our solution enables to manage Hedge…
  • Front Office is an integrated, role-specific, multi-channel solution, designed to support your daily interactions and long-term relationships wit…
  • Nirvana Touch is on-demand consolidation of your fund's performance anywhere, anytime, and on any device. Successful investment managers rely on…
  • FIS’ Hedge360 solution is an integrated delivery platform that supports the full investment life cycle for hedge funds and alternative asset mana…
  • AltaReturn’s CRM includes far more than just the basic email addresses and phone numbers: it is a powerful investor database, an integrated fund-…
  • The WDX ONE client lifcycle management platform provides five key pillars of technology that are vital to support wealth and investment managers…
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