Consona Customer Support Solutions for Asset Management:
Empowering Top Producers and Cultivating Client Relationships

Key Benefits Know your client Empower top producers Manage complex relationships Market and cross sell effectively

Know Your Clients
Asset Management enterprises operate in a highly competitive market where no substitute exists for deeply personal customer service.  Giving a whole new meaning to the term “know the client,” these organizations must effectively and efficiently manage a myriad of products, approvers, client service reps, consultants, brokers, custodians and influencers while integrating data from multiple systems and attempting to unite sales, marketing and service efforts. 

Whether you focus on private client services or navigate complex corporate environments, you must continually enhance and grow each relationship by being viewed as a trusted advisor who can provide information, advice and products your clients cannot access on their own.

Increased Sales through Customer Satisfaction
Consona has a rich history of offering high quality software and outstanding professional services, while specializing in select industries where we offer unique, compelling and defendable differentiation.  We provide unmatched functional breadth and depth for Asset Management organizations and will help you achieve the following objectives:

• Place the customer at the center – your customers don’t define themselves as leads, contacts, accounts or opportunities and neither should you.  Define each customer however you choose and ‘hang’ every activity from one location including products and services used, inquiries made, investing goals, interests, communication preferences and much more.
• Manage complex relationships – easily build and extend multiple hierarchies with one to one, one to many and many to many connections.
• Integrate freely – robust architecture was originally (and still is) built as an integration platform so you can centralize content from multiple legacy systems.
• Market and cross sell effectively – combine resolution flows, scripts, marketing campaigns and advanced knowledge management to highlight opportunities to increase wallet share.
• Automate routine activities – realize efficiency gains in completing account originations, administrative account reviews, mailing list creation, regulatory requirements and more.
• Convert leads to closed transactions – execute the entire client lifecycle and manage cross departmental processes within a single system which may be used globally.
• Target at risk clients – identify accounts that need attention, the reasons why and suggested actions to re-establish the relationship.
• Provide self-service – establish the ability for customers to access information, get answers and complete basic tasks without your assistance.

To learn more about the product suite leveraged by leading asset management enterprises, please click here to contact us.  You can also read our case studies to hear from customers on their most recent success stories using Consona CRM implementations.