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Market Builders CRM for Institutional Asset Management
Comprehensive CRM solution for Institutional Asset Management industry-IAM
- 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.
Compatibility
- Salesforce Editions
- EnterpriseUnlimited
App Details
- Version
- Market Builders CRM for Investment Management/v08.1 1.3.0
- Listed On
- 05/19/2008
- Latest Release
- 03/03/2022
- Supported FeaturesNative AppBuilt exclusively on the Salesforce Platform, ensuring reliability and performance.Lightning ReadyOptimized for Salesforce orgs that use Lightning Ready.Editable CodeThis product is installed as an unmanaged package in your Salesforce org and its code is available to view and modify.
- Native AppLightning ReadyEditable Code
- Package ContentsIf this app is a managed package, the custom apps, tabs, and objects that it contains don't count against your Salesforce allocations. If this app is not a managed package, allocations apply. Learn More in Help
- Custom Objects: 13Custom Tabs: 4Custom Apps: 1
- Lightning Components
- Global: 0App Builder: 0Community Builder: 0
- Languages
- English
Security
Additional Details
OPPORTUNITY MANAGEMENT • Track and link the consultant and service providers influencing each deal • Manage RFP’s and RFI’s through the entire response process • Alerts when reaches a critical stage or closes • Track competitors and status CLIENT SERVICE • Improved communication on account data & performance to clients and service providers • Make portfolio data that resides in other systems/databases easily accessible • Manage client reporting process Track and manage clients with "At-Risk" portfolios CONSULTANT RELATIONS • Track, Monitor and Manage consultant relationships • Conduct searches for best fit consultants MANAGE PRODUCTS/STRATEGIES AND CONSULTANT RANKINGS - Track Opportunities and Portfolios by strategy - Track and manage Intermediary & Platform Provider relationships by strategy MANAGE INTERMEDIARIES AND PLATFORM PROVIDERS ACCESS TO 3RD PARTY DATA • S & P Money Market Directory ( MMD ) – all data elements COMPLIANCE • Facilitate risk profiling and KYC requirements • Automated “workflow” to insure steps followed & policies observed
Need help?
Market Builders Inc.
Corona Del Mar, CA