Customer Success Study: Tolomeo Capital

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.

EMPAUA provided an end-to-end funds management system within Salesforce. Tolomeo now can manage their funds, along with Shareholder Accounts, Investors, and report on current balances and transactions.

Tolomeo’s solution includes the automation of several business process steps. From recording relationships to distributing meeting notes, Salesforce is saving the firm time and effort. With a structured sales pipeline, Tolomeo’s sales reps now have a complete overview of prospects and clients and can prioritise more effectively. A secure backend system on Salesforce provides Tolomeo with a strong foundation from which they can continue growing their hedge fund. "We entered the CRM migration project cognisant of the limitations of our old system and the sub-optimal working practices its complexity engendered. Our goal was to develop a fully integrated sales and client relations infrastructure, to automate several processes. And thereby increase team efficiency and to build out more comprehensive analytics allowing us to intelligently interrogate our CRM database and identify where improvements could be made in lead generation and progressing prospects through the sales pipeline. EMPAUA were extremely thorough in their assessment of our needs, and they remained dedicated throughout the project to understand our customer requirements but never shirked from advising on best practice solutions. Our account manager went above and beyond, working late and on weekends to deliver various project stages in as timely a manner as possible. Our project was more involved than all parties initially anticipated, and EMPAUA, relatively unfamiliar with the specificity of our industry had a steep learning curve which through which they advanced with enthusiasm", explains Zoe.