With Intelligence’s Post

A US-based Alternative Asset Management Firm with assets under management of $41 billion, wanted to streamline its client database using Decimal Point’s cluster of CRM services. Our success story video reveals how we transformed their basic CRM system into a tailor-made, process-driven solution, streamlining client data and empowering better decision-making. Watch now and see how you can unlock the power of your data- https://lnkd.in/daBBWyg4 Decimal Point Analytics #AssetManagement #AlternativeInvestments #CRMTransformation #ClientDatabase #FinancialServices #DecisionMaking #CRMServices #ProcessOptimization #BusinessTransformation

Enhancing portfolio management with integrated CRM solutions Over the past few years, WealthArc, which helps automate workflows for wealth managers, has spoken to many prospects about Portfolio Management Systems (PMS). Far too many have responded with interest in PMS, but stated they don’t need a solution for client relationship management. WealthArc has offered some advice for the firms that believe they do not need a CRM extension for their PMS. Read the story here: https://loom.ly/TK1J98w #FinTech #WealthTech #CRM

Pepper Opines Pepper "Beyond CRM" changes the paradigm in enterprise computing . With Pepper's no-code tools, asset managers can automate their processes and conduct more services without any added strain. This not only saves time but also improves efficiency and reduces the risk of errors. Read More: https://lnkd.in/dMmiq3ny #CRM #NoCode #nocoderevolution #efficiencyunleashed

Pepper Opines Pepper "Beyond CRM" changes the paradigm in enterprise computing . With Pepper's no-code tools, asset managers can automate their processes and conduct more services without any added strain. This not only saves time but also improves efficiency and reduces the risk of errors. https://lnkd.in/dMmiq3ny #NoCode #CRM #AssetManagement #PortfolioManagement

TONIC Wealth Management CRM Success Stories: Real-World Implementations Let's explore some real-world success stories where TONIC CRM has made a significant impact on wealth management practices. https://lnkd.in/dwMVbcXE

Pepper Opines Pepper "Beyond CRM" changes the paradigm in #EnterpriseComputing . With Pepper's #nocode tools, #assetmanagers can automate their processes and conduct more services without any added strain. This not only saves #time but also improves #efficiency and reduces the #risk of errors. To know more, talk to us Pulak Sinha Ann Eberle Thomas https://lnkd.in/dMmiq3ny

Future Advice thought: "RIAs differentiate themselves as a fiduciary vs. suitability standards of old, yet when an RIA meets with a software account executive, Salesforce, the sales executive is operating on a suitability standard, with a greater conflict of interest to sell the most licenses at the highest possible cost. How many RIA's selecting Salesforce has yet to fully implement 12-18 months in? Many. While Salesforce is, indeed, the better CRM, it's delivery methods leave room for improvement. We challenge the delivery methods, not the underlying CRM tech, which reigns #1 in terms of innovations and depth. So what should RIA's do? Challenge the delivery team. Diligence to hell and back. This is your business, don't let the consultant run it amuck." Future Advice is an independent advice service for professionals to find objective management advice ranging from digital transformation to custody selection. Future Advice is standalone and independent from AppCrown, meaning we are happy to explain the truth behind Salesforce experiences across financial services. https://lnkd.in/e232iXGt

Create a to-do list you actually WANT to complete. Say you're on an investment team needing to check for any ongoing trades to be executed. You can do that through tasks and sub tasks. Or if you have a different multi-step business process, you can build that out with sub tasks too. #taskmanagement #workflows #crm #featurefriday

We try to be very intentional about how we select and utilize technology and vendors at Willow Creek. Tech is a big line item for RIAs, so it's important that it's being well-utilized. Here's an interview I did recently with Rob Burgess at WealthManagement.com that covers some of our tech stack. A few other areas we discussed that didn't make the article but are great partners of ours and worth a mention: MaxMyInterest for clients that have significant cash balances. The Engine is Red for marketing/branding/website work. LaserApp for populating forms directly from our CRM.

As a Project Lead and having workied on many successful CRM implementations, I know firsthand the importance of navigating costs and returns of a Tech project. Calculating the Total Cost of Ownership (TCO) goes beyond the software subscription and needs to include implementation, training, and ongoing support. Every item matters – Every aspect, from licensing fees to the nuances of seamless integration with potential unknowns, requires meticulous attention. Once the financial aspects are agreed the journey involves constant ROI assessment. Reporting and Dashboards within the platform can help to achieve this, by defining clear objectives and KPIs anchor the project we can measure the impact on customer satisfaction, operational efficiency, retention, upsell and bottom-line growth. I understand that continuous evaluation and course correction are essential. It's not just about implementing a CRM. What do you see as the successful measures of a CRM implementation? let me know. #ProjectManagement #CRMImplementation #ROIAnalysis #NavigatingSuccess