at Financial Technnology Year
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Clienteer
from Imagineer Technology
CRM and investor portal platform for hedge funds, private equity, and asset managers. Automatically tracks client communications, meetings, and follow-up tasks. Provides investor relations and fund marketing teams with centralized client relationship management, asset flow visibility, and partnership management capabilities.
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.
Clienteer
Category:
Investor Communications Systems
Tools for managing mass communications, newsletters, webinars, and other content distribution to clients and prospects, often with tracking and analytics capabilities.
Clienteer
Publicly available data, summarised using AI.
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