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Market Builders CRM for Institutional Asset Management
Comprehensive CRM solution for Institutional Asset Management industry-IAM
Starting at $1,000 USD/user/one-time payment
- Industries
- Financial Services
- Business Need
- Sales
Market Builders CRM is designed for the IAM industry and used by sales, marketing and service users working with plan sponsors, consultants and intermediaries. It can store S&P’s MMD database and works with Sales & Service Clouds as well as FSC.
Highlights
Manage Relationships, Opportunities, Portfolios and Strategies/Products for Institutional Prospects & Clients as well as Financial Consultants. Integrates with FSC.
Provides the architecture for Intermediary sales through various channels and resources like RIA's and Platform Providers. Product/Strategies can be tracked at all levels: opportunities, portfolios, product ratings by consultants, & platforms approved.
Ability to store all S&P Money Market Directory Data
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. It is priced on a per user basis with a minimum price of $10,000 that includes the first 10 users. Tiered pricing is available for user quantities over 37.
Default Plan
$1,000 USD/user/one-time payment
Lowest Starting Price