Mobile Meeting Technology for Client Relationship Management
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.
Other Client Relationship Management
A comprehensive investment planning platform offering portfolio analysis, asset allocation, fund screening, and proposal generation tools. Includes client management features, risk assessment, and goal-based planning capabilities.
SatuitCRM Mobile offers mobile meeting management specifically for investment professionals, with features for preparing meeting briefs, capturing meeting notes, associating notes with opportunities, logging calls, creating follow-up tasks, and accessing client information offline.
Clienteer Mobile provides investment professionals with mobile access to their CRM, including features for client meeting management, contact information access, activity tracking, opportunity management, and portfolio information while on the road.
Tier1 Mobile provides mobile capabilities for relationship managers in fund management, featuring meeting preparation tools, note-taking capabilities, interaction tracking, client data access, opportunity management, and secure communication channels - all designed for mobile productivity.
Pega's mobile solutions for wealth and fund management include meeting management tools, client interaction tracking, needs-based selling support, client onboarding, document management, and AI-driven insights - all accessible via mobile devices for on-the-go client management.
SS&C Salentica's mobile solution enables fund managers to manage client relationships while mobile, with features including meeting management, client data access, notes and task creation, opportunity tracking, and integration with portfolio management systems and Microsoft Dynamics/Salesforce.
An integrated platform that combines performance tracking, client communication, and portfolio management tools, accessible from mobile devices to enhance client service.
Allows organizations in fund management to connect data from multiple sources, enabling collaboration and communication through mobile devices, enhancing real-time analysis and decision-making.
Supports mobile-driven client relationship management within fund management through tools that simplify employee engagement and facilitate communication with clients.
Offers a comprehensive solution for portfolio management, mobile client meetings, secure document vault, real-time communication tools, and personalized reporting. Empowers fund managers to engage with clients via mobile-friendly meetings and CRM integration.
Comprehensive client lifecycle management platform, optimized for mobile and hybrid meetings, call scheduling, meeting notes, KYC processes, and secure content sharing to enhance client engagement in fund management.
Integrated CRM with mobile access, meeting scheduling, agenda management, secure document exchange, and investor communications designed for fund managers and institutional teams.
Adaptive CRM platform with mobile meeting tools, contact management, pipeline tracking, automated follow-ups, and mobile apps for fund managers engaging clients from anywhere.
