CRM for Wall Street

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  • + ahgreenwood Andrew Greenwood 1 month ago
    Nice! I see how CRM can help increase assets under management and improve the effectiveness of marketing and investor relations.
  • + ParanoidArmy Paranoid Army 1 month ago
    cool, thanks
  • + bzkicks Brandon Zeuner 1 month ago
    pretty interesting for investor relationship management
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CRM for Wall Street - Presentation Transcript

  1. CRM for Wall Street
    Investor Relationship Management For Buy Side Firms:
    How to Leverage CRM to
    Increase Assets Under Management and Productivity
  2. Financial Services Market Overview
    Money Managers (a.k.a. Asset Managers or Buy Side Firms) come in numerous flavors and sizes. Traditional firms usually invest in traditional markets (e.g. equities on the New York Stock Exchange). Other firms such as Hedge Funds and Private Equity firms are usually referred to as alternative investment managers. Regardless of the type, a Money Manager’s success depends on their ability to attract money, invest it wisely, and generate a return that exceeds the market - all in the context of great client service.
  3. The Business Issues in Financial Services
    To say Money Management is a people business would be an understatement. Relationships are critical whether with prospective investors, referral sources, clients, prospective investments, or portfolio companies. The ever increasing number of competitors and a volatile financial landscape make it more important than ever that Money Managers build and nurture new and on-going relationships.
  4. Financial Services Segmentation Map
    Target for
    Presentation
    Investment
    Services
    Insurance
    Banking
    Retail
    Brokers
    Institutional
    Brokers
    Exchanges
    Investment
    Mangers
    Federal
    Reserve
    Comm
    Banks
    Savings
    Instit.
    Credit
    Union
    Life
    Insurance
    P&C
    Insurance
    Pension
    Funds
    Agents & Brokers
    Mortgage/
    Credit
    Mortgage
    Brokers
    Business
    Credit
    Personal
    Credit
    Federal
    Credit
  5. The Requirements of Investor Relationship Management
    Contact Information
    360 Degree view of prospects, clients, consultants, & potential investments in 1 system
    Investor Account Consolidation
    who’s invested where & how to we become more effective
    Easy to use
    “Can’t fool with non-intuitive system”
    Activity Tracking
    who said what to whom (e.g. what PPM’s were sent)
    Service Automation
    automatically email & track correspondence
    Pipeline Management
    what’s coming in/out by fund, by investor account, by date
    Mobility
    get data you need wherever you are
    Business Intelligence
    get actionable info from all the data
  6. Custom Implemented CRM Solution for Investor Relations
    Leveraged CRM
    Solution
    Typical Out-of-Box Solution
  7. The Complex World of Wall Street
    Marketing
    Sales
    Portfolio Relationship Management
    Service
    Deal Relationship Management
    Investor Relationship Management
    Employees
    Clients
    Partners
    Governance
  8. Infinity’s Investor Relationship Management Solution provides a robust and scalable business and technology platform perfectly suited for the buy side sector. It is know for its flexibility and connectability to match your unique business requirements and link to your core business systems.
    Tailored for Each Firm
    Customized for Investor Relations
    Core CRM
  9. Infinity’s Buy Side Solutions
    Infinity’s Investor Relations Management solution enables the marketing and client services departments to manage the pipeline of potential investors and the associated relationships to close those opportunities which leads to increased assets under management. It also helps them increase productivity around the areas of client communication and compliance.
    Infinity’s Deal Relationship Management solution enables Money
    Managers who make significant investments (e.g. purchasing substantial positions in a firm) track and manage all the relationships around the investment decisions. These range from the relationships that originated the deals to the deal participants themselves.
    Infinity’s Portfolio Relationship Management solution enables portfolio managers to manage relationships, projections, and performance associated with their portfolio of investments. In the case of Venture Capital, Private Equity, or Real Estate investments, there is often a need to aggregate information across their portfolio companies .
  10. Investor Account Management
    • Consolidate client information from multiple databases into one data source with links to Microsoft Outlook, Excel, Word and portfolio accounting systems
    • Share client information across departments and teams
    • Track all client interactions, emails, notes and literature requests
    • Create and modify client call plans, to-do lists and activities
  11. Opportunity Management
    • Ability to track potential investments
    • Analyze sales campaigns, pipeline efficiency and revenue by lead source
    • Monitor critical, time-sensitive information and receive alert notifications
    • Create and send personalized email utilizing customized templates
  12. Client Services & Reporting
    • Automate investor correspondence
    • Standardize and publish templates
    • Enable role-based mail merges from Microsoft Word and Excel
    • Create activity logs
    • Enable clients to access their performance data quickly
  13. Compliance Management
    • Define workflow processes and share information across the entire enterprise
    • Keep detailed information on the identity of each investor and underlying investors
    • Track key documents (e.g. PPMs) sent to prospects
    • Instantly generate key compliance report
  14. Benefits of CRM for Investor Relations
    Minimize Tedious
    Tasks
    Create Order
    Out of Chaos
    Real-time
    Access
  15. Create Order Out of Chaos
    • Access one central database containing contact information, emails, Word documents, PowerPoint presentations, holdings data, and transaction data
    • Get a birds-eye view of investor information including data from systems like Money Market Directory™, Nelsons™, Portfolio Mgmt and Partnership Accounting
    • Leverage key relationships by seeing how contacts are interconnected (e.g., third party consultants, other clients, and colleagues)
  16. Minimize Tedious Tasks
    • Eliminate hours of busywork by automatically generating client emails, compliance, reports, ad-hoc analytic and pipeline reports
    • Get instant access to the performance of individual investor accounts and potential subscriptions and redemptions by fund to make better forecasts
    • Dramatically reconfigure screens to see the information you need, at the moment you need it
  17. Access Any Time, Any Place
    • Infinity’s Buy Side Solutions gives you access whenever and wherever you need it
    • Stay connected to your data by taking it with you on:
    • Your laptop
    • Your Blackberry™ (or other PDA)
    • Or access it through the web
  18. The RAPID Methodology
  19. The RAPID Methodology
    The RAPID methodology streamlines the time to get from concept to working dashboard
  20. Founded in 1987, Infinity Info Systems develops Customer Relationship Management (CRM) and Business Analytics solutions for clients in the financial, life sciences, media and manufacturing/distribution industries around the world. Infinity’s technology solutions, services, training and support help organizations become more profitable by improving sales and marketing effectiveness.  Infinity has trained more than 130,000 professionals and successfully implemented more than 3,500 CRM systems.
    Visit www.infinityinfo.com or call (800) 354-4228 to learn more about Infinity Info Systems.
    Infinity Info Systems partners:
  21. PRACTICE AREAS
    CRM
    Business
    Analytics
    Mobility
    Web Enablement
    Consulting
    Project Management
    Training
    Sales & Support
    RAPID Methodology
  22. Next Steps for Wall Street?
    Learn more about Business Analytics, CRM and Infinity Info Systems:
    1
    2
    Visit our website at:
    Call us at:
    800.354.4228
    http://infinityinfo.com/CRM-financial
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