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.

It’s a challenge for businesses to keep on top of data and customer relations. Our specialists can show you how to maintain the competitive advantage you need.
Neil Curham - Head of Distribution Practice
Recent CRM & Distribution projects include:

September 20, 2016

Assisting a Global Asset Manager to overcome a complex legacy Salesforce platform and develop a target operating model


February 12, 2016

Developing a solution to enhance Customer Relationship Management capabilities.

CRM & Distribution highlights

  • We keep you on top of a rapidly changing industry
  • Our systems give you a competitive advantage by making the most of your data
  • We design systems front office users can work with effectively
  • Our insights help you segment your customers more accurately
  • We make it easier to launch and market products