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Asset Management
360-Degree Investor View
Complexity
High
Timeline
12-16 weeks
Outcomes
4+
Challenge
Asset managers lack a unified view of institutional investor relationships, fund holdings, interactions, and preferences across multiple funds and channels.
Solution
Implement Salesforce FSC for Asset Management with custom investor data models, fund position tracking, relationship hierarchies, and consolidated interaction history.
Key Outcomes
- Unified investor relationship view across all funds
- Complete interaction and communication history
- Enhanced investor segmentation capabilities
- Improved relationship manager productivity
Tags
investor-relationsasset-managementfscclient-360relationship-management
Implementation Timeline
12-16 weeks
High Complexity