The CRM Solution for Financial Services Companies

Financial Services companies don’t sell “stuff.” But when you look for a CRM (Client Relationship Management) system most of them are only designed for companies that do.
The needs of a financial services company, especially private equity and venture capital companies, are very different. With so much information to filter through and so many investors each with their own specific needs and requirements you must make sure you’re communicating every opportunity to the right clients. And since portfolio companies are currently being retained much longer than usual, you need the right tools to properly manage those companies to drive costs out and maximize their profitability. Then you need powerful analytical reporting tools to assure your investors that their return on investment is maximized. It becomes crucial to find a system that will provide them with the best information and relationship management services possible.
PrivityCRM, based on the award-winning Microsoft Dynamics CRM (Client Relationship Management) delivers the tools you need to maximize your effectiveness in communicating key information and closely tracking your account development activities. It was designed by financial experts for financial experts and provides the specific CRM tools private equity and venture capital firms require to manage their unique relationships, proactively communicating with clients about opportunities, performance, and results.
PrivityCRM was developed by Eisner IS, the technology arm of Eisner LLP New York, one of the premier accounting and advisory firms in the country. Their widely recognized extensive experience and deep knowledge of the financial services industry coupled with their technical acumen and strategic relationship as a Microsoft Gold Certified Partner has produced the ideal client management solution for Private Equity and Venture Capital firms.
There’s an excellent one-minute video about PrivityCRM at this link. The firm offers demonstrations and consultation so interested private equity and venture capital companies should reach out to them directly at 212-891-6900. See our blog on FastCompany.com