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Market Builders - MMD Integration for Institutional Asset Managers
Ability to store ALL of the S&P Money Market Directory data in Salesforce
Starting at $2,000 USD/user/one-time payment
- Industries
- Financial Services
- Business Need
- Sales Intelligence
Market Builders - MMD provides 29 custom objects that allow a company to store ALL of the data on Plan Sponsors and Financial Consultants provided by the S&P MMD database. Certified as Lightning Ready. Works with Sales & Service Clouds and FSC.
Highlights
Access to all MMD data elements within your Salesforce Org for reporting and analysis and to create mass marketing programs to search for best prospects and best fit consultants. Last updated January 2021 to reflect 2021 updates.
Ability to access and analyze competitive information on other Investment Managers and their clients.
Hot links from salesforce.com to MMD Web Access and between Sponsors and Consultants
Provider Details
Market Builders Inc.
Corona Del Mar, CA
Market Builders was founded in 1988 as a consulting company focusing on sales force automation and customer relationship management. Since that time it has empowered hundreds of companies with CRM tools. Starting in 1990 MBI has focused on the investment management industry and specifically on the institutional asset management business. This buy-side institutional business has demonstrated a need for complex information to profile and track the various organizations operating in their sphere of influence. This includes information on Plan Sponsors, Consultants, Service Providers such as Custodians, Trustees, Brokers and intermediaries such as RIA's and Platform Providers. Market Builders has worked with the market leaders in this industry and has implemented CRM systems at over 140 institutional asset management firms with over 75 using our Salesforce apps. Having worked with so many clients in the industry, we are in a position to apply CRM best practices to a wide variety of organizations that have diverse requirements. In today’s investment world that may include traditional institutional asset management, alternative investments or hedge funds, and mutual fund sales.
Pricing Details
Product is priced on a one-time basis and carries no subscription or maintenance fees. There is a minimum price of $10,000 that includes the first 5 users. Subsequent users are $1,000 per user with a maximum App price of $30,000 for unlimited users.
Default Plan
$2,000 USD/user/one-time payment
Lowest Starting Price