CRM for Wall Street [UPDATED 2011]

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This exclusive Slideshare presentation focuses on Investor Relationship Management for Buy Side Firms: How to Leverage CRM to …

This exclusive Slideshare presentation focuses on Investor Relationship Management for Buy Side Firms: How to Leverage CRM to
Increase Assets Under Management and Productivity. Brought to you by Infinity Info Systems.

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  • 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
    Relationships Make Or Break The Success Of Asset Managers
  • 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. Investor Account Consolidation
    Quickly access account information involving downloads from multiple administrators
    Contact Information
    360 Degree view of prospects, clients, consultants, & potential investments in one system
    Easy to use
    “Can’t fool with non-intuitive system”
    The Requirements of Investor Relationship Management
    Activity Tracking
    Who said what to whom (e.g. what PPM’s were sent)
    Service Automation
    Automatically email & track correspondence
    Pipeline Management
    Expected cash flow by investor account by date by relationship manager
    Business Intelligence
    Get actionable info from all the data
    Mobility
    Get data you need wherever you are
  • 6. Custom Implemented CRM Solution for Investor Relations
    Lower Cost
    $$
    More Flexibility
    Infinity’s
    Modular Approach
    Tailored for Each Firm
    Customized for Investor Relations
    Core CRM
  • 7. Investor Account Management
    • Consolidate client information from multiple databases into one data source with links to Microsoft Outlook, Excel, Word and portfolio accounting systems
    • 8. Share client information across departments and teams
    • 9. Track all client interactions, emails, notes and literature requests
    • 10. Create and modify client call plans, to-do lists and activities
  • Opportunity Management
    • Ability to track potential investments
    • 11. Analyze pipeline in multiple ways i.e. by relationship managers, by market segment and/or by lead source
    • 12. Monitor critical, time-sensitive information and receive alert notifications
  • Client Services & Reporting
    • Automate investor correspondence
    • 13. Enable role-based mail merges from Microsoft Word and Excel
    • 14. Create and analyze activity logs
  • Compliance Management
    • Keep detailed information on the identity of each investor and underlying investors
    • 15. Track key documents (e.g. PPMs) sent to prospects
    • 16. Document workflow processes
    • 17. Instantly generate key compliance reports
  • Infinity’s RAPID Methodology
  • 18. Infinity’s RAPID Methodology
    The RAPID methodology streamlines the time to get from concept to working dashboard
  • 19. Benefits of CRM for Investor Relations
    Increased Assets Under Management
    Create Order
    Out of Chaos
    Minimize Tedious
    Tasks
    Real-TimeAccess
  • 20. About
    Infinity Info Systems provides customer relationship management (CRM) and business analytics systems to improve the effectiveness as well as efficiency of marketing and investor relations. Founded in 1987, Infinity has implemented more than 3,500 CRM systems, and is uniquely positioned to help you increase assets under management and streamline client services.
    Learn more about Business Analytics, CRM and Infinity Info Systems:
    Call us at:
    800.354.4228
    http://infinityinfo.com/CRM-financial