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Market Builders CRM for Institutional Asset Management

Comprehensive CRM solution for Institutional Asset Management industry-IAM

Overview

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.

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  • 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

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

Categories

Business Needs
Sales
Industries
Financial Services
Features
Native App
Built exclusively on the Salesforce Platform, ensuring reliability and performance.
Lightning Ready
Optimized for Salesforce orgs that use Lightning Ready.
Editable Code
This product is installed as an unmanaged package in your Salesforce org and its code is available to view and modify.
Native App
Lightning Ready
Editable Code

More from Market Builders Inc.

  • Market Builders - MMD Integration for Institutional Asset Managers
    by Market Builders Inc.
    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.
    Sales Intelligence