Driving Fund Sales with Sales Intelligence for CRM
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Find out more about ClientLogix from the industry experts at UNAPEN
A Client Relationship Management, Business Intelligence & Compliance solution - built on the Infor CRM platform - that simplifies the daily challenges of Investment Advisors, Wealth Managers, Family Offices, Bank & Trusts, Private Equity, Hedge Funds & Fund of Funds.
Client Retention Warning
Your client may still be purchasing your funds but purchase patterns detected early may reveal that they are starting to place business with a competitor. Identifying these patterns before it's too late may mean the difference between retaining a client or losing the business completely.
Designed to Support Infor CRM & SalesForce.com
With Infor Sales Intelligence for CRM You Can Use Data Science to Predict:
The client's Purchase Likelihood is a number, on a scale of 1–10 that indicates a client’s propensity to make a purchase. A 10 indicates the client is very likely to make a purchase, while a 1 indicates a client is much less likely to do so.
Next Likely Purchase
Each client record will also include the strategies or funds that are most likely to gain the greatest interest from that client. If your aim is to cross-sell, the solution understands the products that your clients have already purchased. Those recently purchased solutions are excluded from the results, producing recommendations that help expand your business.
ClientLogix Empowers Your Internal & External Sales Reps with the Right Tools
ClientLogix Drives Sales Growth
Quickly create or import Leads into a quarantined area so they don't clog up your CRM.
Lead processes guide you through qualification, distribution, tracking, analytics, and conversion to Opportunities.
Sales processes, steps, stages, probability, investment strategy and estimated fees drive sales forecasting.
Track notes, history, documents,decision-makers and competitors to provide insight to reps and management.
Opportunity wins can trigger your on-boarding process which can include portfolio setup, legal documents, initial account funding and more.
Complete client setup with guidelines, objectives, reporting and ticklers for account maintenance, compliance and client services tasks.
Anywhere Access - Power Desktop, Web Client, Mobile Client and Within Outlook
One license allows users access via all 4 interfaces so they can work how and where they want, whether at home, on the road or in the office.
Download Infor CRM Mobile.pdf
Case Study - Lord Abbett gains a major sales edge with Infor Sales Intelligence for CRM
Knowing what a client needs before they do
CRM Designed for Asset Management
From investment performance and client reporting to compliance and sales tracking,
ClientLogix extends the power of Infor CRM, tailoring the system for:
Single and Multi-Family Offices,
Private Equity Firms,
Hedge Funds and Fund of Funds,
Bank & Trusts.