Asset managers
Track your relationships with banks, insurers, platforms and fund selectors, group by group. Your exchanges become activities that you validate, without re-entry.
Try the demoThe problem
Difficulties we know from the inside
01
Exchanges with a distributor are spread across mailboxes, LinkedIn and spreadsheets. Nobody has the complete picture.
02
A large banking group has dozens of entities. Without a group view, the real relationship slips away.
03
Duplicates, closed companies, contacts who have left: without control, the database loses its value within a few months.
04
Without an alert, an important fund selector can go months without contact.
The solution
Features in service today
01
Banks, insurers and networks organised into groups. An exchange with a subsidiary counts for the whole group.
02
Your exchanges are picked up automatically and proposed as activities, tasks and meeting notes to validate.
03
R1, R2, R3 meetings, conversion rate and sales targets, by fund and by period.
04
SIREN, LEI, INSEE and GLEIF registers: each company is identified, duplicates are blocked.
05
Fund launches, newsletters and webinars, with accurate statistics and invitations in waves.
06
Relationships with no contact for 30, 60 or 90 days are flagged to you every day.
Use cases
Three common situations
No re-entry, no forgotten meeting
Reliable statistics, excluding bots
Complete coverage of your distributors
Trust
Concrete, documented measures
Hosting in France on a dedicated server
Strict isolation between clients at the database level
Two-factor authentication and revocable sessions
Audit log of changes
Export and anonymisation of personal data
DPA, record of processing activities and subprocessors register provided
Online demo
No sign-up, on fictitious data: open the demo and explore the CRM.
Online demo without sign-up · Fictitious data · No-commitment subscription
