Скачать с ютуб Award-Winning Hedge Fund Investor Relations & Financial CRM Software by Backstop Solutions в хорошем качестве

Award-Winning Hedge Fund Investor Relations & Financial CRM Software by Backstop Solutions

For more than 20 years, a long list of Hedge Funds of all sizes have placed their trust in Backstop Solutions, benefiting from our extensive experience. We help our clients in the institutional investment industry maximize the value of their time by removing barriers they might otherwise face in their everyday work. From consistent communications to highly personalized customer service, the belief that our clients are our partners is at the heart of everything we do at Backstop. Our software and services are designed with one goal in mind: helping you run your business more efficiently. Client Relationship Management: • Track and share notes, meetings, calls, and documents • Synchronize e-mails, contacts, and calendars with Backstop’s Outlook® integration • Gain a better understanding of a network’s interconnectivity by linking contacts through relationships and associated parties, bringing your firm increased efficiency, productivity, and revenue • Build activity reports and lists by location or relationship strength • Access crucial contact information and share notes and research on the go with Backstop Mobile • Track investor balances and capital activity, including dates and values • Manage business risk with detailed fund liquidity and compliance reports, including ERISA, Form PF and FATCA • Store all investor documentation and provide improved information retrieval through document searching and cloud access Sales and Marketing Management: • Manage interest levels, investor types, and investment probabilities with a sales tool designed specifically for alternative asset managers • Build e-mail distribution lists and send unlimited e-mail blasts with watermarked attachments • Auto-generate marketing materials, such as monthly performance sheets, through Backstop’s Excel Toolkit • Easily create and share pipeline reports to measure sales effectiveness • Gain self-service real time insights into capital pipelines with Capital-Raising Dashboards To learn more about Backstop's software solutions for hedge funds, please visit: https://www.backstopsolutions.com/hed... To learn more about Backstop Solutions, please reach out to us at: Website: backstopsolutions.com Email: [email protected] Telephone: +1 312 277-7700