Financial Services
Eisner IS delivers to Financial Service firms something that they really understand: Return on Investment!
Given the industry landscape, is it any wonder that Investor Relationship Management (IRM) is becoming a prerequisite for success in this industry? In practice, IRM systems level the playing field for smaller, niche players, making it easier to compete with larger, more established firms who have large technology stables.
According to the Gartner Group Inc., the adoption of Customer Relationship Management (“CRM”) tools will be one of the top 10 technology priorities for investment-management firms in the next two years.
The Challenge
When it comes to information management, the data collected by any business can be classified as “structured” or “unstructured”. Structured data is transactional in nature and can be summarized and manipulated as such. Unstructured data—like emails, spreadsheets, contracts, appointments, notes, documents, etc.—could not be easily classified or centrally stored.
To meet the requirements of your demanding clients, your structured and unstructured information needs to be better classified and consolidated. There are simply too many places to go to get the answers. Some of your structured data may be held in simple accounting systems like QuickBooks™ or Peachtree™. Some of that data may depend upon the services of a Fund Administrator. You may also depend upon the services of one or more Prime Brokers. Interactions with clients are unstructured and can be in the form of emails, contact managers like Act!™ or SalesLogix™—or even Microsoft Outlook and Exchange Server. In any case, if you’re like virtually every Financial Service firm, your data is “all over”.
With Eisner IS’ IRM framework, which we call Client Intelligence Management, this structured and unstructured data can be easily located and quickly understood.
Eisner IS can make it very simple for you to keep on top of all of your structured and unstructured data with our Client Intelligence Management systems.
Some of the benefits of Client Intelligence Management include the abilities to
- Establish an operational database that maintains essential client profile data and linked relationships
- Simplify business processes related to data consolidation and reporting.
- Get rid of spreadsheets and the tedious and error-prone effort involved in creating them.
- Improve productivity by eliminating, or reducing as much as possible, repetitive, redundant data entry and other processes.
- Improve the ability to track and view communication threads between your associates and your client and investor base.
- Employ Business Intelligence tools that will allow you to make better informed decisions.
- Effectively and efficiently manage and track 'Distribution Lists' and the dissemination of various reports and analyses.
Client Intelligence Management Is Different
Client Intelligence Management is essentially a customized CRM system that is tailored to investment professionals and the environment in which they operate. Unlike other CRM solutions C3 incorporates the benefits of a full-featured CRM system and combines them with a financial database that can deliver real Business Intelligence. Client Intelligence Management is built around a world-class CRM system known as Microsoft Dynamics CRM. It’s also built with Microsoft technologies so it also comes with a low total cost of ownership.
Contact Us
Feel free to give us a call or email to learn more about Client Intelligence Management and how it can help you to drive increased client satisfaction and your share of assets under management.
