20 October 2017
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Eze Castle Integration launches CRM tool

20 October 2009  |  1295 views  |  0 Source: Eze Castle Integration

Eze Castle Integration, a leading provider of IT services, consulting and technology to hedge funds and investment firms, today launched Eze CRM Powered by Dynamo 6.0 (Eze CRM), the newest addition to Eze Castle's Managed Services.

Eze CRM is a web-based solution that provides hedge funds and alternative investment firms with detailed and instant access to critical customer information, helping them strengthen investor relationships, increase reporting options and provide greater transparency.

Eze CRM is managed and supported by Eze Castle's expert technical staff and delivered via software-as-a-service (SaaS), providing rich, industry-specific functionality that is deployed quickly and maintained easily, with less infrastructure and upfront capital than traditional client-server applications. In addition, the new offering provides hedge funds with a complete audit trail, allowing funds to easily track all related information specific to each investor. The Dynamo platform was developed by Netage Solutions.

Eze Castle's Managed Services provide leading technology solutions with compelling economic value propositions that help firms simplify business operations, reduce capital expenditures and increase return on investment in technology. As part of this portfolio, Eze CRM delivers the sophisticated capabilities that hedge funds need to raise and retain more assets, provide exceptional client service and meet increased reporting requirements without increasing headcount or operational overhead.

Eze CRM's simple, unified approach to investment tracking and performance analysis fills the gap between the basic information provided by fund administrators and the overwhelming complexity of back-office systems. Key capabilities of Eze CRM include:

* Centralized investor data including contacts, documents, investor transactions, investments and account performance;
* Automated, on-demand reporting and statements to promptly address client requests and supply transparency;
* An audit trail that maintains a complete history of system changes, including when records were edited and by whom; and
* Microsoft Outlook integration that automatically displays an item's "first degree of separation," so it is quickly linked to relevant investors, contacts, funds or deals in Eze CRM.

"Investors today demand greater accountability, transparency and reporting, and are choosing funds based on their ability to fulfill these requirements. Eze CRM helps our customers more easily manage and respond to their investors, resulting in stronger customer loyalty and relationships," said Bob Guilbert, managing director, Eze Castle Integration. "Eze Castle Integration is committed to being a hedge fund's operating partner, providing the back-office infrastructure, premium service and consulting expertise firms require to run and streamline day-to-day operations. Eze CRM is the latest addition around this objective."

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