I would recommend EMPAUA to others in the finance/hedge fund sector for a CRM implementation.
Tolomeo is a systematic asset manager. It focuses on quantitative, technology-driven investment strategies with a strong emphasis on risk-adjusted returns. Founded in 2011 in Zurich, Tolomeo has been dedicated to building state-of-the-art technology infrastructure and is continually seeking to improve its trading systems.
Tolomeo Capital was looking to optimise their business processes with a scalable CRM solution, to manage their end to end sales process, from lead generation through to tracking sales opportunities, including Investors performance. They would like a 360-degree view of the accounts and the associated investors and funds, enabling them to manage and support their clients proactively.
Tolomeo’s solution includes the automation of several business process steps:
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