CRM for Hedge Funds

The Hedge Fund industry is changing rapidly, and only forward-thinking companies will retain customer loyalty and satisfy an ever-demanding client base.

Pythagoras’ CRM solution for Hedge Funds is a complete, comprehensive relationship management system tailored to meet the needs of Hedge Funds offering industry specific functionality that enables users to better manage client opportunities and relationships and helps sales, trading, and research build and leverage superior client knowledge.

Benefits and Features of Pythagoras’ CRM Solution for Hedge Funds:

  • Powerful relationship driven sales
  • Improves users productivity
  • Comprehensive organisation, contact, and deal tracking to enable you to see everything about your customers
  • Coordinating complex teams and multiple stakeholders involved in deals
  • Profitability driven account planning
  • Award-winning relationship management and contact management
  • Powerful queries and groups
  • Marketing automation
  • Workflow and Process automation that will automate key business processes in the business
  • Full range of Business alerts
  • Powerful Analytics, Dashboards, Reporting and Business Intelligence
  • Full integration with Outlook, Email, Office suite, Lotus Notes
  • Comprehensive Mobile and Wireless options, via laptop, PDA, web or BlackBerry
  • Ability to integrate with Backoffice and other trading systems.

For more information or to book a demonstration, please contact the Pythagoras sales team on 0845 850 1550, or email us at sales@Pythagorassoftware.co.uk.

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