Asset
Management
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Driving deeper relationships and data-driven decision making
We help asset managers unlock the full potential of Salesforce to drive client value. Our solutions help you deliver exceptional service to your clients and intermediaries, gather market intelligence, track your relationships across complex organisations, and monitor portfolio performance with rich analytics, all in one place.
Industry Challenges & Solutions
Siloed data sources
When your client's investment data is stored across multiple platforms and applications, it can be difficult to see the big picture. But our solutions bring this rich data into a single view of your customer and provide actionable insights that can help you answer questions like:
How are my client’s investments performing against benchmark?
Which advisors and networks are selling our products?
Featured Story
Data-Driven Success: Streamlining Operations for Impax Asset Management with Salesforce Financial Services Cloud
Industry Challenges & Solutions
Exceeding Client Expectations
Your clients' firms, advisors and investors operate in a complex and dynamic world of global and regional relationships. With a platform designed around the companies and people in your universe, we help you navigate your most important client engagements and answer questions like:
Where are our products generating investment and interest?
How effectively and timely are we handling our Client Service requests?
Featured Story
Transforming Client Management for Growth: A Scalable Salesforce Solution for an Alternative Asset Manager
Industry Challenges & Solutions
Easing the pain of factsheet distribution
A marketer's work is never finished -- but we can make it much, much easier. Distributing factsheets, thought leadership and other marketing content is about understanding what your client wants. We help you manage your client's interests and marketing preferences, then automate their digital distribution -- no matter how many funds, languages, or regulatory regimes you support.
Which products are my customers interested in?
Who should I target for our next webinar?
Featured Story
Delivering Factsheets and Thought Leadership at Lightning Speed for Lumyna Asset Management
We selected Futureform to design a solution for automated report dissemination and were thoroughly impressed with the final result. Their in-depth expertise in delivering solutions specifically tailored to the Asset Management industry stood out from their competition.
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Get in touch to discuss how Futureform can help transform your Asset Management business with Salesforce.
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