at Financial Technnology Year
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Client Relationship Management
The client-facing unit that manages relationships with investors, communicates investment performance and strategy, addresses client inquiries, and handles the onboarding and servicing of clients throughout their lifecycle.
This department is part of the Fund Management business area .
Products fall into the following categories:
Investor Relationship Management (IRM) Systems
11 products
Specialized CRM platforms tailored for asset management that track client interactions, preferences, investment history, and service requirements to optimize the client experience and relationship management.
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Client Onboarding Systems
16 products
Digital platforms that streamline the client intake process, including document collection, due diligence, suitability assessment, and account setup while ensuring regulatory compliance.
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Investor Communications Systems
11 products
Tools for managing mass communications, newsletters, webinars, and other content distribution to clients and prospects, often with tracking and analytics capabilities.
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Mobile Meeting Technology
13 products
Hardware such as tablets, presentation devices, and secure mobile access solutions that enable client-facing teams to deliver professional presentations and access client information during meetings.
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Video Conferencing Equipment
16 products
High-quality cameras, microphones, displays, and related technology for conducting virtual client meetings with professional audio-visual quality.
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