CRM for Asset & Wealth Managers

With a market dominated by everyday change according to climate, the need for asset and wealth management firms like yourselves to accelerate efforts to deliver superior client experience, improve advisors' efficiency and control client-advisor costs without jeopardising relationships has never been greater.  All of this is shifting the focus to delivering a more client-centric environment where new demands on business development and client service are forcing many firms to re-evaluate their CRM strategies.

As client loads have grown, companies are seeking to protect profitability while at the same time promoting the importance of deep relationships. What's more, clients expect to be served seamlessly across a diverse array of channels which includes a growing number of mobile touchpoints. Organisations need to equip their teams with technology that will save them time, give them opportunities to scale relationship management and provide a holistic view of the customer across channels.

As CRM specialists in the asset and wealth management sector, Kynetix has over 15 years' experience of successfully developing CRM solutions to help organisations like yourselves deliver the level of service your clients demand while at the same time controlling client-advisor costs.  Working with organisations such as Henderson Global Investors and Rathbone Brothers, we help asset and wealth management firms transition to a more client-centric environment by delivering CRM solutions which offer the following:-

• Increased advisor productivity with online and mobile access to client data
• A 360-degree view of the client, enabling advisors to provide timely comprehensive advice which takes account of all the client's holdings
• Increased per customer profitability, highlighting opportunities to cross-sell or upsell other products
• Improved client experience with online self-service capabilities
• Reduced costs - replacing home-grown inflexible applications with a modern integrated CRM system

We are able to achieve all of this by building our CRM solutions on the Microsoft Dynamics CRM platform.  With its flexibility, familiar user interface and native integration with Microsoft Outlook, this helps to ensure rapid user adoption and accelerates time to value for our clients.