CRM, Wealth management crm, asset management crm, investment management crm, satuit crm, salentica crm, wealthbox crm, salesforce crm, Advent crm, APX crm, Advent APX crm, Advent Axys crm, Axys crm

Driving Fund Sales with Sales Intelligence for CRM

 

 

Schedule a Consultation Now!

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.

 

How Lord Abbett Gained a Sales Edge

Learn how Infor's prediction engine provides this New York investment firm insight into the best fund to pitch to each client

crm sales intelligence, Infor crm sales intelligence, ClientLogix crm sales intelligence, ClientLogix CRM, UNAPEN crm, UNAPEN crm sales intelligence, Investment management crm sales intelligence, Financial Services sales intelligence

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:

Purchase Likelihood

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

Leads

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.

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.

Client On-Boarding

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:

Investment Advisors,

Wealth Managers,

Single and Multi-Family Offices,

Private Equity Firms,

Hedge Funds and Fund of Funds,

Bank & Trusts.


Unlock the Potential with ClientLogix CRM Sales Intelligence Today!

Call UNAPEN, Inc.
203.269.6111