Communica is the CRM providing world class support for Prime Brokers and Capital Introduction business processes
The key benefits for Prime Brokers and Capital Introduction teams using Communica are:
- Automated tracking of Client Communications in a single repository reduces Relationship Management Risk and enhances Client Service levels
- Visual representation of Client Hierarchies helps to focus Relationship Manager Activities on higher value outcomes
- Mapping Investor requirements such as Fund strategy, lock-ins, high water marks, etc. to key Fund attributes improves matching while leading to higher levels of Investment
- Ability to streamline collection and integration of monthly Manager Performance data with Fund profiles, reducing overhead costs for producing monthly Reports
For a comprehensive overview of how Communica can help your business please get in touch to request a demonstration.