My ERP Musings

ERP, ERP, some CRM and more ERP

Why a Hedge Fund CRM System is More Important than Ever

The Real Value of Hedge Fund CRM Software


The current state of the economy and a lack of trust in the financial sector mean that investors are demanding more and more transparency and reporting from hedge funds. Customer Relationship Management (CRM) software for hedge funds allows investment firms to provide their clients with accurate and reliable data on a regular basis, giving them a greater level of trust and accountability.

There are a number of CRM software products that are specifically tailored to the hedge fund market, but it’s important to ensure the CRM system you choose is sophisticated enough to deal with the demands of your investors.

CRM Systems Tailor-Made for Hedge Fund Management


CRM software systems are designed to allow companies to track and report customer information more easily, thereby easing workflow and providing clients with a much better insight in how their transactions are progressing.

Hedge funds have unique and specific requirements of a CRM system, so it’s important to implement software that is designed to suit those requirements. Hedge fund CRM software allows firms to manage every aspect of a client’s investments from one central application. Centralising functions such as investor transaction tracking, document management, client reporting and communication means firms can provide a far more streamlined and efficient service to their clients, as well as providing greater accountability for the management of hedge funds.

CRM for Hedge Fund Sales and Marketing


CRM software is also a superb tool for the sales and marketing of hedge funds. Features such as mass email and sales pipeline management allow the management of a sales process from start to finish, all from one application.

Many hedge fund CRM systems also feature secure sites which clients can log into to download specific documents and reports. Giving customers this kind of access really helps to increase trust and helps clients understand that their hedge fund investment is in safe hands. Many investors are now actively looking for hedge funds with good integrated CRM systems, as they are aware of the increased confidence and transparency these systems provide. The added efficiency and professional appearance a CRM gives to a hedge fund can also tip the balance when investors are looking for the best possible service.

Hedge Fund CRM Works for Businesses of all Sizes


There is a perception that CRM software is suitable only for larger funds that need to manage a bigger scale of customer base. But the fact is, all hedge funds should use a good investment management software system in order to ensure their customers’ investments are properly managed and reported. The better hedge fund CRMs are fully scalable and can track relationships with small or large numbers of investors with ease.

With investors looking for increasing levels of trustworthiness and clarity from their providers, it’s never been more important to have a robust and comprehensive CRM system. Make sure your firm is providing its customers with the transparency and reliability they need by using a dedicated hedge fund CRM.


Leave a Reply

Fill in your details below or click an icon to log in: Logo

You are commenting using your account. Log Out /  Change )

Google+ photo

You are commenting using your Google+ account. Log Out /  Change )

Twitter picture

You are commenting using your Twitter account. Log Out /  Change )

Facebook photo

You are commenting using your Facebook account. Log Out /  Change )


Connecting to %s

%d bloggers like this: