Market Builders CRM for Institutional Asset Management

Excellent Solution for our Institutional Business

Our company has been pleased both with the application as well as the support provided by the Market Builders Team. The application easily integrates among the other verticals within our Salesforce organization, and was the best option after many months of comparison shopping. Would recommend to others seeking uplift in the Investment Management institutional space.

Efficient use of Salesforce native objects

We love MarketBuilders’ incredibly efficient use of the Salesforce platform. Our project included a migration away from a highly customized instance of Salesforce and remapping fields and transferring data. Paul’s deep knowledge and experience with asset management firms made the implementation seem effortless.

Good template for the Asset Management Space

The Market Builders team did a fantastic job when they came to demo their application / template to our business users. The team are knowledgeable and experts in the Asset Management arena, this along with their flexible and agile approach to implementation gave us a great ‘accelerator’ to launch SFDC to our organization. Clearly a lot of thought has gone into the configuration of this accelerator, put together from the many years and number of implmentations the Market Builders team have been involved with. Market Builders also worked well with our other consulting partners as required and the post implementation the support experience has been great.

MarketBuilders - Rapid Implementation, Cost Effective, and Subject Matter Experts!

The MarketBuilders solution was a perfect fit for our needs in the Institutional Asset Management division. Ray Dugas and Paul Stager are true subject matter experts, and provided guidance and best practices during our rapid implementation. Best of all, they provided the solution and services in a cost effective manner with no surprises to the budget, and they continue to provide support on an ad hoc basis. They also worked effectively with our other consulting partners engaged in a broader aspect of our Salesforce implementation. We would highly recommend MarketBuilders to other companies in this market.

Great Solution For Asset Managers

Marketbuilders stood out from the first introductory call due to their knowledge and understanding of the institutional asset management market. Ray and Paul were excellent to work with and spent the time necessary to understand our business and systems before implementation. The whole process went very smoothly and Ray & Paul continue to be very responsive to our needs. This is a great solution for those wanting a comprehensive CRM with a team that can implement it with minimal in-house IT support.

Market Builders continues to get it done!

Crissy Zantiny - Market Builders continues to get it done! I originally used Market Builders in 2010 to implement Salesforce at a small institutional asset manager. Three years later, and another firm, they are still my go-to implementation experts. Ray and Paul are efficient, knowledgeable of the institutional asset management business and solution providers.

Best in Class

After reviewing many CRM systems Market Builders clearly stood out as the most flexible and sophisticated system tailored to the financial services industry. Our implementation team had an in-depth understanding of the tax-exempt marketplace, and were willing and able to customize our CRM environment to the unique needs of a boutique institutional asset management firm. Today our CRM system is fully integrated across our client service, marketing, new business development and portfolio administration functions. The addition of the MMD data proved beneficial.

Marketbuilders - Agile and Responsive

We were very pleased with Marketbuilders knowledge of the financial services industry coupled with their agile implementation approach. It allowed us to get a working environment up very quickly, which helped our overall CRM project.

Marketbuilders & Salesforce

Can't say enough about my firm's experience with Marketbuilders. They took our antiquated CRM and helped bring our contact management into the 21st century. My colleagues are located in 5+ countries and our clients are spread across the globe, so this was no easy task. They partnered with us, helped clean our data and customized a solution that allow us stay in touch with our clients and prospects in an orderly, professional and pro-active manner. What a relief.

Solid Implimentation

These guys really do what they say and their solution for Investment Managers works. They're also a pleasure to deal with. They understand Salesforce and they understand the industry. I cant imagine doing a Saleforce implimentation / conversion without them. Adding the MMD integration was a big benefit for our marketing team, and Market Builders has done a great job of helping us display the data we need and eliminate duplicates, which is a crucial issue.