"I would definitely recommend EMPAUA to others in the finance sector for CRM implementation."

Zoe Russell – Director, Sales & Investor Relations

Tolomeo Capital
"I would definitely recommend EMPAUA to others in the finance sector for CRM implementation."

Zoe Russell – Director, Sales & Investor Relations

Salesforce Cloud

Sales Cloud

Industry

FinServ

Project Outcome

Data Migration

About

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 a state-of-the-art technology infrastructure and is constantly seeking to improve its trading systems.

Challenge

Tolomeo​ ​Capital​ were ​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​ ​proactively​ ​manage​ ​and support​ ​their​ ​clients.

Solution

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

Results

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 clearly structured sales pipeline, Tolomeo’s sales reps now have a complete overview of prospects and clients and are able to prioritise more effectively. A strong backend system on Salesforce provides Tolomeo a strong foundation from which they can continue growing their hedge fund.

Salesforce Cloud

Sales Cloud

Industry

FinServ

Project Outcome

Data Migration

EMPAUA were extremely thorough in their assessment of our needs, they remained dedicated throughout the project to understanding our custom requirements but never shirked from advising on best practice solutions.

Zoe Russell – Director, Sales & Investor Relations

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