Who uses Communica?
Communica is the enhanced CRM platform specifically designed for the Investment Management industry.
Communica clients include Hedge Funds, Fund of Funds, Institutional Asset Managers, Wealth Managers, Private Equity firms, Fund Administrators and Prime Brokers and Capital Introducers.
Within these types of organizations, Communica is used to manage a number of key business areas; Marketing/Business Development, Investor Relations, Compliance and Business Management.
Organizations within the Investment Management industry using Communica can benefit in many ways;
- Dashboards and Charting functionality
Enables sets of data from different areas of the system to be displayed in visual or list form all in one place. Making it quicker to get to the information that’s important to the user.
- Powerful Data Filtering and Sophisticated Management Reports
Out-of-the-box, there are Reports on Potential Pipeline, Marketing & Sales Activity, Investor Profiles, Liquidity, Fund Performance, Fees & Rebates. Powerful Data Filtering allows for very granular segmentation of data within Communica, wheather it be segmentation of Investor, Activity or reporting on data needed to satisfy Compliance and Regulatory obligations.
- Single repository of Client-centric information
All Client communications and Activity can be automatically tracked into Communica due to the native integration with Microsoft Outlook. This ensures information transparency to the relevant people across the organization as well as helping to improve and maintain client service delivery. Information stored within Communica includes Activity information, Contact details and integrated Fund Holdings data.
- Enhanced Email Campaign Management
Rich HTML templates that can be personalized with data stored within Communica, with the added ability of being able to track who has read your Email or clicked on your Attachment links. There is also the ability to create dynamic Marketing Lists.
- Automation Workflows
Workflows can be set up within Communica to increase efficiency of processes and reduce overheads.
- A secure and easy to manage Extranet or Investor Portal
Provides Managers with a means of distributing Performance Reports and other sensitive documentation to Investors and Qualified Prospects. Analytics on who has downloaded which documents and who has visited which pages is stored within Communica.
- Access to Investor data and other essential information whilst on the road
Allowing users to work effectively whilst out of the office. Information can be accessed, entered and updated within Communica from a mobile device online or offline.