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Kyloe Salesforce for Asset Management

Customer Engagement Solutions Without Compromise

Overview

We build world-class turnkey customer engagement solutions for Institutional and Intermediary Asset Managers, powered by the Salesforce platform. Built from the experience of 50+ implementations with asset managers of all sizes.

See How Kyloe Salesforce for Asset Management Works

Top-shelf features for high-touch relationship management of institutional clients, prospects and consultants.
Intelligent Advisor Engagement for wholesalers, powered by actionable sales data presented in an easy to use interface.
Richer functionality than custom builds, delivered faster, with lower TCO.

Kyloe provides end-to-end "Asset Management in-a-box" solutions for Institutional and Intermediary Asset Managers. Select Features for Intermediary --National Account Selling Agreement Pipeline Management --Firm/Office/Teams hierarchy --Sales and Asset Analytics --Market Share and Whitespace insights --Trip planning --Sales Collateral Management --Segmentation and tempo tracking --Zone/Territory Management Select features for Institutional --Client, Prospect and Consultant 360 --RFP, DDQ management --Pipeline Management and Redemption Management --Client On-boarding and New Account Opening --Consultant Coverage and Ratings Tracking --Competitor Tracking --Service Request Management --Sales Collateral Management --Zone/Territory Management We also offer pre-built integrations and integration templates for many industry leading data providers, reducing or eliminating the need to build and maintain custom integrations: --Pre-built integrations: eVestment, Money Market Directories (MMD), and Broadridge. --Reusable integration templates for other platforms