Enhancing Client Relationships with Integrated Business Intelligence BI Solutions and More
Cultivate powerful client relationships with integrated intelligence. Synfinii integrates relationship and product intelligence with your mastered client and industry data, enriching your 360-degree view of your client and enabling more accurate and actionable insights.
Build Stronger Client Connections with Synfinii Relationship Intelligence
Relationship intelligence goes beyond having basic contact information. It’s about understanding your client’s intent and tailoring your approach to build a stronger, more productive connection. Synfinii empowers asset managers to seamlessly integrate relationship intelligence that can foster deeper client understanding, drive more effective marketing campaigns, and ultimately, propel business growth.
Choose an approach that allows you to integrate the many data sources in your ecosystem as well as any internally developed AI/ML models and results.
Client intent data
Know who wants to buy what and when. Buyer intent can be signaled by the reading habits of advisors visiting your website and other media outlets. We integrate intent data into a single source that you can include in your CRM, data lake, or BI solution
Sales and marketing campaign management
Personalize campaigns based on insights from aggregated client, industry, relationship, and product intelligence, leading to more effective outreach and stronger investor relationships.
Marketing and CDP connectivity
Unify client information across channels, enabling the delivery of highly targeted marketing messages that resonate with the needs and interests of clients or prospects.
Business intelligence and analytics integration
Gather data from multiple sources, analyze it quickly, and gain actionable insights to improve efficiency and make better decisions.
Product Intelligence
Asset managers have so many opportunities when presenting investment capabilities and strategies to clients. The past 20 years have witnessed an explosion in terms of markets, domiciles, and vehicles that are at the disposal of all asset managers as they build an inventory of products and solutions.
Just as the ability to package offerings has expanded, so has the landscape of competitive and marketplace intelligence for these products. No longer can an asset manager simply rely on a single index to gauge performance and optimize investment and product strategy. Aligning this data back into a Distribution Data Platform unlocks the ability to analyze data rapidly, assess trends, and activate sales and retention activity.
Asset managers also need to better understand and track client product interest—whether that’s the availability of product across a distribution network or trading platform, or the preferences and expectations of particular clients. Incorporating product intelligence helps an asset manager shape client-centered business processes and personalize the journey for both investors and distributors.
Solve the puzzle of integrating intelligence for distribution growth.
Contact us and we will discuss how Synfinii can help you solve your data puzzles—and drive your business success.