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Institutional Asset Management

Increase business development and client service team productivity while eliminating compliance concerns

Performance and fees are still the critical differentiators in the institutional arena, but level of service is quickly becoming ever more important. Many top institutional firms are using level of service as the discriminating factor in generating and retaining client accounts.

Increased compliance concerns are also looming challenges as firms seek to tighten processes and reduce compliance infractions and inconsistencies. As clients become even more discerning, accuracy and consistency of information across all client touch points becomes increasingly critical.

Accent’s Institutional Asset Management Solution is specifically designed for institutional teams. It lets business development and client services groups and support staff work efficiently as an integrated team—improving productivity, reducing administrative time, and increasing information accuracy and consistency.

The business development and client teams are more productive, while the firm gets greater visibility and control over compliance risks.
Key Benefits
React faster to new client and client service opportunities with precise materials and information
Improve quality of service to clients and prospects by providing tailored materials
Streamline the information storage and update process to reduce administrative costs and increase information consistency and accuracy
Increase visibility and control over compliance risks
Key Capabilities
Secure, web-based central repository focused on providing fast access to materials used in the business development and client service process
Restrict content access and updates to appropriate individuals or groups
Full-text search and retrieval at the page, slide, and paragraph level
Powerful document assembly technology to quickly produce tailored client materials
Web-based administration for fast library creation and maintenance
Broad portfolio of modules allows organization to configure Librarian to meet exact needs

 

  Institutional Asset Management
   
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