Tag: Infor

July 17, 2017 David Gemma

"Tier one Asset Managers are already starting to adopt predictive analytics as part of an effort to increase internal and external wholesaling effectiveness but we are far from where the industry should be." observes Cesar Pereira from Infor as he discusses how Data Science is changing the game.  

– Check out Cesar's article here

ClientLogix Combined with Sales Intelligence for Infor CRM

Blending your financial data in context with client and prospect demographic data, then applying predictive analytics can drive the efficiency of both internal and external wholesalers in the following ways:

+  Indicate which clients are most likely to purchase in the next 30 days

+  Provide insight into which fund they are likely to purchase

+  Proactive notification of client attrition

+  Drive more meaningful conversations and interactions


Every asset management firm has a different value proposition, otherwise there would be only one asset manager. Most CRM vendors want you to adapt to their system, which seems arrogant to us.  Here at UNAPEN, we have a staff of industry experts that recognizes the unique value that you provide to your clients and helps adapt and integrate our ClientLogix CRM with not only the information from your core systems, but also with the way you do business. ClientLogix is flexible enough to accommodate how you work as a team, and prioritizes your actions to optimize your success and your clients’ satisfaction. Don’t spend time trying to figure out where information is or what to do next, that’s what computers are for… ClientLogix proactively pushes information to Compliance, Operations, Portfolio Managers, Executives, Sales and Marketing teams to make them work as a cohesive team. Experience the difference ClientLogix can make in bringing your firm to the next tier of growth and success.  

July 12, 2017 David Gemma
May 23, 2017 David Gemma

Business & Technology News


NewsLetter Highlights


Infor Partners with Marketo

ClientLogix CRM - FinServ Marketing Automation for Any Firm's Size, Needs, Resources and Budget

ITComplete - Proactive IT Services, No Tissues Needed for WannaCry

Microsoft and the Law - Cracking Down on Fake Microsoft Support

Protecting Your Kids Online - Safety Tips and Video

Monthly Trivia Question - Memorial Day

May 3, 2017 David Gemma
ClientLogix, ClientLogix CRM, UNAPEN, Infor CRM, Infor, CRM, Wealth Management CRM, Family Office CRM, Asset Management CRM, Investment Management CRM

CRM Solutions Challenged by Complex Wrap/SMA Relationships

HNWI & Institutional vs. Wrap/SMA

CRM solutions for investment management have mainly focused on High Net Worth Individual (HNWI) and Institutional clients, but firms running Wrap/SMA business are stuck trying to shoe-horn their relationships with sponsors, branches and FA’s into a relationship structure that doesn’t really fit.

What’s worse is when I hear the exasperation of Wrap/SMA managers that have been searching for a CRM solution. First they have to explain their business to the CRM vendor, then they to go into a demo and find out that they are looking at a HNWI system that comes with only promises that it can be adapted to handle Wrap/SMA relationships.

Let's Take a Trip

How do your wholesalers currently plan a trip?
  • Do they know how much business in each strategy has been gained or lost in the past quarter or year for a specific branch or FA?
  • Are they aware of which FA’s in each branch are trending up or down, and which are not doing any business with them at all?
  • How much more business could they create if they had this information at their fingertips?

Stop wasting time and money chasing information and trying to figure out what’s happening with your products and distribution channels. It’s a complex business and a tool that’s fit-to-task will provide insight into where you are successful and where you need to focus within an intricate web of products, sponsors, branch offices and financial advisors.

CRM Built for Wrap/SMA

It’s a great feeling when you show up with a product like ClientLogix CRM and these same managers breathe a sigh of relief and say “Finally, someone who knows our business and has the relationships that we need as part of their standard demo!”

And with pre-built data connectors into major portfolio accounting systems along with the flexibility to adapt to the highly variable data formats from sponsor platforms, business trends/flows and relationships that used to be nebulous are now clearly visible.

Providing this type of insight for both management and wholesalers can make a significant difference in the success of your firm.


April 25, 2017 David Gemma


Leading Cloud-Native Business Intelligence Platform to Provide Greater Actionable Insights across the Enterprise

February 16, 2017 David Gemma

Business & Technology News

NewsLetter Highlights

UNAPEN recognized by Infor as MicroVertical Specialist for Investment Management, Wealth Management, Banking & Family Office

Does Your CRM Proactively Alert Compliance Officers & Operations?

Gartner's Magic Quadrant for Cyber Security Solutions

Travel Tips: Keeping Your Devices Secure

Microsoft Product Lifecycle Updates

Monthly Trivia Question - Presidents Day

January 16, 2017 David Gemma

Business & Technology News

NewsLetter Highlights

UNAPEN’s Strategic Partnerships with Technology Titans

ClientLogix CRM Integrated with Laser App for Wealth Advisors

Thomson Reuters Awarded Best Buy Side Pricing & Valuation Service 2016

Protect Yourself from Modern Day Cyber Con Artists

Tech Innovation: Microsoft Cloud Cars

Monthly Trivia Question - New Year's Resolutions

December 16, 2016 David Gemma

Business & Technology News

NewsLetter Highlights

A Holiday Message From Our CEO

See What Your Network is NOT Telling You

UNAPEN Integrates ClientLogix CRM with Laser App

Discarding Old Mobile Devices...What's the Risk?

NY Times: Datto CEO Interview

Monthly Trivia Question - Reindeer Games

November 8, 2016 David Gemma

Infor Customer Experience Suite Acknowledged for Usability, Ease of Integration and Industry-Specific Capabilities.

Nucleus Research placed vendors in the Leader category by looking at advances in usability and functionality in three core pillars of CRM: sales, marketing and customer service. Leaders in the Matrix are not only delivering mobile and analytics capabilities, but advancing usability and access in both areas to help with greater productivity.

One area that sets Infor CRM apart from others is the focus on pre-building the business logic for specific micro-vertical markets. ClientLogix CRM from UNAPEN is the premier adaptation of the Infor CRM platform for Financial Services, providing an enterprise-grade solution that simplifies the daily challenges of Investment Advisors, Wealth Managers, & Family Offices.

About Nucleus Research

Nucleus Research is a global provider of investigative, case-based technology research and advisory services that provide real-world insight into maximizing technology value.

About Infor

Infor builds business software for specific industries in the cloud. With 15,000 employees and over 90,000 customers in more than 200 countries and territories, Infor software is designed for progress.

David Gemma is a Managing Director and CMO at UNAPEN, Inc. (What’s a UNAPEN?)

Connect with David on Google+


October 26, 2016 David Gemma

Business & Technology News

NewsLetter Highlights

Data Maturity in Asset Management Firms

PriceFusion - Thomson Reuters DataScope Select/Advent APX Data Integration Bridge

4 Key Steps to Staying Secure in the Digital Age

XBAR - Wealth Management CRM inside Microsoft Outlook

Empowering Kansas City Employees with Microsoft Office 365

Monthly Trivia Question


May 24, 2016 David Gemma

Infor Customer and Marketing Management

Make CRM stick

New eBook | Read it now ›

8 Ways to Increase CRM Adoption in Your Organization

A survey of sales and marketing professionals revealed that even though most are required to use CRM, 79% just “check the box” to satisfy their bosses.* This lack of adoption indicates that making CRM stick takes more than just buying software and throwing it at your employees.

As you consider a CRM solution, it’s important to ask a key question: Are you on the right path to CRM success?

Before you make your decision, read the eBook, Make CRM stick—Eight ways to increase CRM adoption in your organization.

In this eBook, we share eight key points you need to consider for CRM success.

To get your copy of Make CRM stick: Eight ways to increase CRM adoption in your organization, click here.


December 15, 2015 David Gemma

Infor CRM takes a top spot based upon analysts evaluation of rankings, features and tools.


Newly released SelectHub Leaderboard ranks top CRM systems across 20 key user and business requirements.  One area that sets Infor CRM apart from others is the focus on pre-building the business logic for specific micro-vertical markets.


ClientLogix CRM is the premier adaptation of the Infor CRM platform for Financial Services, providing an enterprise-grade solution that simplifies the daily challenges of Investment Advisors, Wealth Managers, Family Offices, Private Equity, Hedge Funds & Fund of Funds.


David Gemma is a Managing Director and CMO at UNAPEN, Inc. (What’s a UNAPEN?)

Connect with David on Google+



October 2, 2014 David Gemma

CRM Vendor Research Report

Nucleus Research just released their Technology Value Matrix Second Half 2014: CRM industry research report in which Infor CRM moves to a top spot in their Matrix Leaders quadrant with the acquisition of Saleslogix (now renamed Infor CRM) and because of its major investment in redesigning the user interface – referred to by Infor as UX or user experience – to increase adoption and usability. (more…)

September 2, 2014 David Gemma

Infor Acquisition of Saleslogix

Saleslogix is moving into a new and significant phase of product evolution with the announcement that Infor is acquiring the product and its 100 or so employees from Swiftpage.  The reason that I am writing about this is because Saleslogix is the foundation for the UNAPEN ClientLogix CRM and Business Intelligence solution which specifically tailors Saleslogix for investment management.

When Swiftpage acquired Saleslogix, they focused their efforts on successfully enhancing the HTML5 mobile and web clients.  Infor, the third largest private technology company in the world, has announced that they intend to apply their sizeable resources to enhance Saleslogix with an industry-specific focus.  They will rename Saleslogix to Infor CRM as it takes a prominent position within the Inform enterprise product suite. (more…)