Best in Class.
After reviewing many CRM systems Market Builders clearly stood out as the most flexible and sophisticated system tailored to the financial services industry. Our implementation team had an in-depth understanding of the tax-exempt marketplace, and were willing and able to customize our CRM environment to the unique needs of a boutique institutional asset management firm. Today our CRM system is fully integrated across our client service, marketing, new business development and portfolio administration functions. The addition of the MMD data proved beneficial.Brian K. Smith, CFA
Market Builders can implement “state of the art” CRM system and assist in successfully realizing goals to better serve clients and increase the probability of new business.
CRM Intelligence is a compilation of learned knowledge gained through years of developing and implementing CRM solutions for the Investment Managment industry.