Assisting a Global Asset Manager to overcome a complex legacy Salesforce platform and develop a target operating model
CRM & Distribution
Manage customer relationships by managing data more effectively.
Technology to manage customer relations evolves and improves in leaps and bounds. It can be hard to keep up to date with the latest innovations. But fall behind and your competitors may outpace you.
We’re not a generic CRM organisation. Instead, we assess CRM and distribution systems and processes to give our clients independent, objective advice tailored to their business.
We make data more useful
Client data can build up over many years in different systems and formats. Making that data useful and connected can be a challenge.
Our specialists navigate the rapidly changing technological landscape to find a solution that brings all our clients’ data, communication and touch points into one place – putting them in a better place to understand and engage with their clients.
We also work closely with users – talking their language and making sure the business selects a platform that works for them too.
We give our clients better insights for targeted client engagement
We design CRM and distribution strategies for our clients that help them segment the market more effectively and offer their customers more personal products and services.
We develop new approaches and operating models for many of our clients that support successful company, fund and proposition launches around the world.
The right solution
Different businesses need different platforms; there is no one-size-fits-all solution.
We’ve designed and implemented unique systems that bring together data and communication across geographies for some of the largest and most complex businesses in the industry.
We’d like to do the same for you.