You're the Real MVP Clienteer!

Ashley Kramer wrote this on March 08, 2018

We are excited to share that our robust Clienteer CRM platform was this year’s winner of the Best Hedge Fund CRM system at the HFM US Technology Awards. Our software platforms were also shortlisted in two other categories, including: “Best Data Management Product” and “Best Mobile Application.” These awards recognize technology providers who have demonstrated success in customer acquisition and satisfaction, brand development and product innovation over the past year.

hfm 2018

Clienteer is engineered to streamline the workflows of investor relations and fund marketing teams within hedge funds and institutional asset managers. Clienteer is a scalable solution that meets the complex needs of the world’s largest firms while also providing many start-up firms the necessary tools to grow their AUM and investor base. Our clients utilize the system to manage all aspects of investor relations, fund and account level reporting, capital raising and much more.

Leading the way in innovation and functionality, Clienteer Mobile provides users the essential features they need on the go including the ability to send watermarked documents on the fly and create contacts by highlighting an email signature. The mobile app empowers business development and IR professionals to access and act on their data, responding to investors and prospects in real time.

“We attribute our continued successes to our dedicated team and emphasis on maintaining an open dialogue with all our clients helping us evolve our software to meet the investment industry’s complex needs effectively,” stated Erol Dusi, President at Imagineer. “We offer many specialized features that speak directly to helping our clients efficiently collect, organize and disseminate client and prospect information and to assist them in complying with the ever-increasing regulatory requirements.”

We put a tremendous emphasis on client service, customer satisfaction, and continual client education. Our clients benefit from dealing with experienced professionals who bring an unparalleled combination of industry understanding and technical competency to their work.

Want to see the best CRM in action? Schedule a demo with one of our business development folks today!