SPYDER FOR FUND MANAGERS A UNIQUE SOLUTION FOR FUND MANAGEMENT COMPANIES     Introduction Spyder, a Client Alignment Management (“CAM”) System is unique in that it directly and relevantly addresses the needs of Financial Industry. It is not a generic Customer Relationship Management (“CRM”) system that has been adapted to “sort of fit” the industry. Spyder incorporates specific concepts that take it from being just a “useful client database” to an essential tool that is proven to help identify and coordinate revenue opportunities, reduce operational costs and manage distributed resources.     Spyder for Fund Management Spyder for Fund Management directly addresses the needs of fund managers when managing relationships with both intermediaries representing their funds and direct institutional and corporate clients. It provides mechanisms to keep track of specific channel partner contacts at both the individual and organizational level. Spyder records what an organization knows about external parties, keeps track of its collective relationships with them and provides mechanisms to monitor, manage and control what information has been conveyed to them on a product by product basis.     SPYDER - SUMMARY, FEATURES AND BENEFITS   SPYDER FEATURES INSTITUTIONAL INVESTORS RELATIONSHIP MANAGERS Hierarchical Names Database Understanding the shape of the organization targeted. Knowing who is who in a channel partner/ Relationship Managers. Matrix Track services and products an institutional investor contact is interested in. Track services and products a channel partner specializes in selling. Correspondence Logging Track all correspondence (pre and post sale). Track all correspondence in any format (phones/SMS/emails etc.). Attaching files to organizations / contacts and automatic extraction from emails Documents associated with the institution, agreements and other related materials. Any corporate information and agreements associated with a channel partner. Relationship Management Assignment of account managers and sales staff to cover the institution. Assign and maintain relationship managers to a fund/fund manager. Document Distribution Targeting institutions when raising new funds or updating on existing performance. Appraising relationship managers of new funds, structural changes and current performance. Campaign Scheduling Conducting road shows to update investors and relationship managers on an existing/new fund. Person Finder Identifying potential targets. Identifying who can help market a fund. Tiering Categorizing institutions according to importance. Categorizing relationship managers according to value in the overall sales effort.     Download Click here to download Fund Management Brochure

Copyright 2001 - 2009 Engage Solutions Ltd.