Market Builders CRM for IM is designed for the Institutional Asset Management & Retirement Services industry and used by sales, marketing and client service working with plan sponsors, consultants and intermediaries. It can store S&P’s MMD database.
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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 100 institutional asset management firms with over 50 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.