Communica is the Fund of Funds CRM platform that provides support for Investor Relations, Marketing, Operations & Compliance and Business Management processes.
The key benefits of Communica for Fund of Funds are:
- Central repository of Client-centric information – ensuring the relevant data is available to the relevant people to improve and maintain client service delivery
- Dashboards and Charting functionality enables data to be displayed in visual form and for data from different areas of the system to be seen in one place
- Integrated Fund Holdings data and Investor Contact information allowing complex reporting at the touch of a button, including a 360 degree view of the underlying Manager performance
- Enhanced Email Campaign Management functionality, including dynamic Marketing Lists, rich HTML Templates that can be personalized and the ability to track who has been opening your Emails and viewing Attachments within your Email
- A secure and easy to manage Extranet or Investor Portal for Investment Managers to distribute Performance Reports and other sensitive documentation to their Investors and Qualified Prospects
- Automation Workflows – can be set up to increase Marketing and Investor Relations efficiency and reduce overheads
For a comprehensive overview of how Communica can help your business please get in touch to request a demonstration.