> Home > Overview > Asset Managers > Axys Platform > CRM 

Client Relationship Management

Provide a Superior Client Experience
Advent's Client Relationship Management (CRM) module provides a centralized place for managing client and portfolio data, leveraging Advent's powerful Qube® application. Other CRM systems in the marketplace do not integrate portfolio data, forcing users to employ multiple systems.  In contrast, Advent’s capabilities allow portfolio managers, operations staff, traders and marketing representatives throughout a firm to use the same integrated system to quickly access the information needed to perform a variety of activities.  Features of this module include:

• Activity tracking and event reminders
• Contact and relationship management information
• Integration with Microsoft Outlook
• Integration with portfolio management and reporting
• Easy access to portfolio data including position and tax lot information
• Integration with Microsoft Word print merge

Increase Client Retention with Personalized Client Communication
Advent’s superior reporting, client relationship management and web distribution capabilities enable the delivery of highly personalized client service that helps firms stay ahead of their competition. This comprehensive solution gives firms a remarkable competitive advantage by helping their marketing department create focused communications and services that improve sales and marketing effectiveness, client retention and the development of new client relationships.

 
"Our reporting to clients in our Private Client business used to take us 15 business days.   Now it takes us 4 business days.   Our clients really appreciate this improved service."
Lee Damji - Chief Investment Officer, Connor, Clark & Lunn