User-led design. Data-driven investments.
As one of the world’s premier fixed income investment managers, this firm is perceived as a leader by others in the investment management industry. However, our client understood that new CRM technologies would drive better data outcomes—allowing them to continue their mission of creating opportunities for investors everywhere. Achieving this meant taking a user-led approach: designing their systems to work more efficiently, consistently, and intuitively for their institutional and wealth management business line advisors. With a CRM system that could equip them with on-demand access to the latest financial data and insights, they could better service their clients and continue to shape the future of investment management.
Benefits to client
KPMG armed our client with a CRM engagement strategy grounded in customer needs and preferences, giving them a user-driven, consistent, and single view of their clients. Their company can now take advantage of:
Having the right client data is crucial to this firm’s ability to provide thoughtful, intelligent, and critical investment recommendations to their customers. In the competitive asset management industry the right technology solutions (such as cloud) can mean greater efficiencies in how that data and information is gathered. That’s why they turned to KPMG when they realized their need for advisory professionals who speak their language. KPMG’s financial services acumen coupled with our technology experience enabled us to support the firm’s desire to serve their clients better through innovation. Additionally, our client recognized the value of our alliance with Microsoft, and the added benefits the relationship could bring to their business.
Our client needed to rethink their global sales strategy and deploy a CRM application that could standardize and refine sales and service processes and KPIs. With their user experience needs in mind, KPMG and Microsoft began their collaboration.
Taking into account business enablement, total investment cost, and future sustainability, our client selected Microsoft Dynamics as their core CRM platform, allowing them to:
Ultimately, we helped our client roll out a next-generation, holistic CRM solution with simplified mobility, advanced reporting analytics, and a unified user experience. Equipped with client data at their fingertips, they are now transforming the way people invest.
The result? By upgrading their CRM platform, our client’s institutional and wealth management advisors benefited from easier access to the client data they needed—essentially enabling them to deliver better investment opportunities.
Beyond the technology challenge is a greater business challenge. Often, transformation isn’t just a matter of plugging in a technology solution. It takes thoughtful examination into the client’s business, formulating a holistic strategy, and then implementing technology that addresses the key business problem and enables the organization to succeed. Remaining technology agnostic allows us to make recommendations based on client needs, as opposed to force fitting a solution to work for a client.
People at the center of technology. Solving a business problem means truly understanding user needs and desires. We believe that truly effective technology solutions are designed with the user in mind. Achieving that in itself takes close collaboration with our clients. The outcome is a technology investment that serves a purpose for our clients and their customers, rather than technology for the sake of touting features.
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