SERVICES
New regulations, client centricity, client management, product profitbaility, client reporting.
We are specialized in consulting the investment manger, strategically, tactically or as interim manager, front to back.
UNDERSTAND.CHANGE.SUCCESS.
PROJECTS
Find a list of reference projects which we supported within the last 20 years in the asset management industry.
UNDERSTAND.CHANGE.SUCCESS
CLIENTS
Our clients are investment management companies and comparable financial institutions like fund administrator, custodians, deposit banks, private wealth manager, independent finanical advisors.
UNDERSTAND.CHANGE.SUCCESS
The Client Management Consultant for Investment Manager
UNDERSTAND. CHANGE. SUCCESS.
DEVELOPING INNOVATIVE STRATEGIES
ACHIEVING GROWTH
ABOUT US
CLIENTALYTICS is a consultant and service company for investment manager. The idea of how an investment manager can better understand its client and reduce the withdrawals from its portfolios was first raised in 2011 on an asset management conference in London and further in 2013 in New York. The consultant company was founded finally in 2015. Next to the service to analyze the client at risk on real time we offer a software solution as services to improve the client management experience by a unique insight to the client, its network and what the client moves on.
Additionally, we provides consultant services with any aspects of institutional investors, like implementing a CRM system, a new client reporting solution, new services to investors, a reorganization of the relationship management and sales departments. We help you to serve your investors better.
UNDERSTAND. CHANGE. SUCCESS.