Leveraging Salesforce to Adapt to the Ever-Changing Asset Management Landscape

The Asset Management industry is undergoing significant changes in response to a variety of economic, demographic and industry-related pressures. Investors now expect more personalized and tailored services from their investment managers – making client servicing one of the most important and complex functions of Asset Management.

In this recorded webinar, we demonstrate how the Salesforce platform is fully capable of supporting complexities and specific needs of the Asset Management industry.

LiquidHub has created Salesforce for Asset Managers — a template which sits on top of the Salesforce platform — incorporating industry-best practices and supporting industry-specific integrations. Some benefits of our Salesforce Fullforce solution include:

  • Customized Salesforce solution with an accelerated delivery timeframe
  • Supports integration with most commonly used third party systems in the industry (Portfolio management, Sales data etc.)
  • Offering includes full suite of CRM transformation services - Architecture Design, Implementation, Data Integration, QA, Training

As Asset Management firms outgrow their previous-generation CRM platforms, they are beginning to explore Salesforce as a way to differentiate themselves in the marketplace. Don’t miss your chance to learn how to simplify the Asset Manager's job so they are able to focus on delivering superior customer service to every client!

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