Our CRM & Client Data Management solutions integrate natively with your Client AUM & Flow data to automate workflows and provide intuitive analytics at the fingertips of sales, client services and client data specialists.
Our CRM & Client Data Management solutions integrate natively with your Client AUM & Flow data to automate workflows and provide intuitive analytics at the fingertips of sales, client services and client data specialists.
Natural leads, increased sales effectiveness and documents complex client relationships. Our integrated CRM places client financials at its core so that your teams can focus on revenue generation, making proactive decisions based on the latest investment activity.
Describing different client types, influencer relationships or account hierarchies in data can be anything but simple. The client data model that sits at the heart of the Aiviq platform is built for our industry by experts who have first-hand experience tackling these advanced use cases.
With hundreds of sources of client data across our industry, automating stewardship and matching workflows to gain company-wide consensus around a single world view is paramount. Our data solutions include master data management (MDM) features such as cleansing, deduplication, matching and merging rule sets that turn disparate data into comprehensive datasets.
Speak to our team today to find out how the Aiviq data platform can support you.
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