A 360-degree view of a customer is a collection of all your customer data in one place. Let’s discover 2 main CRM features that enable this 360° view :
1. Client Reporting & Document Management
With increasing sophisticated requirements from investors, fund managers are required to deliver personalised and tailored investment reports. As Asset managers increase their institutional investor base (e.g. pension funds) then the complexity of the reporting increases.
The need to store documents across the investor and investment lifecycle, including client reports, attribution and risk reports and so on.
Firms want to centralise the document storage, control versioning, manage both the structured data (e.g. performance) as well as unstructured (e.g. fund manager commentary) and they need to see all this information against an investor record.
2.Single Investor View, Insight & Dashboards
The ability to see a single Investor and underlying holdings. CRM Hedge Fund can provide the integration layer across back office systems (integration or view).
This is what is often called the “single point of entry”, which is to say that your CRM becomes the “authoritative source of data” the place where people go to see client data with confidence.
Asklogix is a CRM software vendor, based on the Salesforce platform, designed for Financial Services.