Why a $5 Billion Hedge Fund Chose to Migrate Their CRM & Investor Portal to Imagineer

Ashley Kramer wrote this on May 31, 2018

The end of the year can be an exciting time for any business because it serves as a dividing line between old and new and also marks the starting point in the pursuit of new opportunities. During this time, many hedge fund managers conduct internal business reviews, devise new strategies, and set operating targets and budgets for new initiatives. This was the case for one $5 billion California based hedge fund during the last few months of 2016.

The fund's newly appointed Director of Client Services had ambitious plans for improving the firm's investor relations, business development, and client-related compliance efforts in the new year. The primary objective: to drive a more streamlined, data-driven, and coordinated investor relations practice. As the firm worked through their list of needs, wants, and other objectives, they soon realized their existing CRM and investor communication software was ill-equipped to the task.

This conversion story takes a look at this firm’s reason for selecting and migrating to Clienteer CRM and WebVision Investor Portal, their current use of the integrated systems and how Imagineer’s software helped them succeed on their mock-SEC audit.

Clienteer now provides this firm’s Client Services group with a streamlined account management experience through its no-touch balance and transactions import, automated report generation, and email-based distribution features. "Clienteer's powerful reporting, account management and transaction tools, and compliance tracking functions have allowed us to scale as a business while maximizing controls and minimizing the volume of manual work."

The fact that WebVision integrates so well with Clienteer makes it easy to control everything from one place. Since launching the service, this manager has been steadily increasing the number of documents made securely available to both investors and prospects. Deploying both of these products allowed this firm to greatly automate their processes, resulting in an enhanced investor service experience and access to more information at their fingertips.

Ultimately, the combination of these two products has helped this firm in its quest to bridge the gap between internal departments which, in turn, has allowed them to increase their data management capabilities and further automate their processes.

Download this firm’s full conversion story here.

Interested in learning more? Check out our other Clienteer conversion story!