CRM for Asset Management Companies

An Asset Management Company is an investment management firm that provides services to manage the assets owned by companies or individuals that have been there for years.

The Asset Management industry has undergone a dramatic transformation in the last decade. This industrial growth has led to increase in client relationships. Retaining the client and managing all the interactions is one of the top priority for the companies. Today, asset management companies are required to deliver high value services and efficient feedback to customers.

With CRM, you will be able to provide a powerful and efficient responses to new customers and strengthen relationships with existing customers.

Maple CRM for Asset Management Companies can help you to

1. To centralize and access all customer contact details, documents, etc.
2. Eliminate repeated tasks with automated functions and email templates.
3. Asset Managers can easily record, manage and view a broad range of client-centric information and interactions concerning current and potential investors.
4. Forecast the business status through reports and charts.

Maple CRM can be used the way how your business process does. With quick configurations and extensive features, Maple fits for your company even with unique requirements.