Institutional Asset Management

Simplify complex Institutional Relationships and Opportunities

Raising institutional money requires compliance against a complex evaluation and due diligence process from an institutional investor. A one size fits all approach in the outreach process delivers poor results! Institutional sales teams at Asset Managers, entrusted to raise incremental inflows, must invest in long sales cycles in the prospecting phase, to build trust and confidence in the investment products and track record, before winning a new mandate. We have focused on driving efficient and effective management of that outreach process with a view to driving greater success to add new investors as an Asset Manager.

Building Trust and Differentiation with Institutional Investors

Empowering the institutional sales team as an Asset Manager the ability to target the right investor base to drive a meaningful conversation is critical to driving AUM growth. Understanding the prospect investor for their goals, objectives, and investment style and then to identify the product offering within your stables that either “talks to” or meets those objectives is critical. Since the prospecting process tends to be long and complex, it is important to capture as much intelligence and insights on a potential investor in the sales cycle and ensure that such intelligence can be leveraged real-time to build on the relationship over time.

Institutional Investor Engagement

Build strong relationships to foster recurring fund inflows

Leverage historical interactions and insights to gain relevance

Manage the sales pipeline from initial outreach to funding

Smart Prospecting Management

Build a strong engagement thread from identifying to successful closure

Develop granular activity tracking and follow-ups against each Prospect

Identify upsell and cross-sell opportunities across client list

Sales Team Management and Planning

Allocate opportunities across sales teams based on geography or product

Control access to client activity across team based on reporting hierarchy

Facilitate sales planning and outreach efforts via alerts and tasks

Insightful Product-Opportunity Alignment

Bring focus to the sales process with better targeting and insights

Identify opportunities and align them against product offering

Create and track opportunity milestones in terms of triggers

Seamless Third-Party Integrations

Email and telephony integration to deliver ease of engagement and follow ups

A marketplace for third-party apps that can be integrated on-demand

Powerful LinkedIn integration to enhance prospecting capabilities

Dashboards and Reporting Insights

Choice of Dashboards and related analytics

Robust Power BI-driven dashboarding capabilities

Revenue and Targets Planning and Execution

SOLUTIONS