Customers: Investment Management Application

Challenge

• Investment management firm lacked visibility
• The company provided private equity and hedge fund-of-funds investment vehicle
• Needed to track multi-tier relationships across individual investors, third-party brokers, and internal fund managers
• Also needed visibility into investment flow from top-level funds down to individual sub-funds

Solution

• Implemented Salesforce CRM
• Tailored for investment management business model
• Automated the entire investment process from interest, to assessment, and commitment
• Created an application that allowed fund managers to simply enter the investment split; then the application automatically applied the diversification of funds and tracked all of the parties involved

Results

• Live in 4 weeks
• Complete visibility into complex relationships allowed the company to proactively manage their business
• Tailored assessment process empowered the company to match investors with best-fit investment vehicles
• Custom application automated diversification, ensuring that funds were allocated quickly and accurately