NetFlow for Institutional Market
Manage relationships with institutional investors, win mandates, track mandate performance and reporting.
How do you use Salesforce to manage institutional investors and mandates?
Get a 360 degree view of institutional investors & contacts, asset consultants, mandate pipeline & bids, IMA templates, mandates, key performance and risk metrics, and mandate reporting & compliance.
Consolidate information and communication channels. Streamline business processes and nurture relationships to fuel growth.
360-Degree View of Investors
NetFlow provides a central view of each investor and the information surrounding the relationship. Teams can access the investor’s associated information and use action plans and workflows to coordinate activities related to mandate bids and ongoing mandates.
Designed to support:
Reports and investor information
Mandates and mandate bids
Related SharePoint files
Investment portfolio
Templated action plans
Mandate Bid Management
Manage mandate bids from shortlisting through to win or loss, with visibility across the opportunity pipeline. Track the asset consultants involved in each opportunity and their roles, while maintaining a connected view of communications and activities throughout the opportunity lifecycle.
If an opportunity is lost, capture the outcome and the competitor it was lost to. Pipeline reporting and win-loss analysis provide a broader view of mandate outcomes and opportunity performance.
Manage Mandate & Investor Communication
Bring the key information associated with each mandate into one connected view, from its initial setup through ongoing management. Standard IMAs and a guided mandate creation process support the setup of new mandates, while negotiated terms, investment restrictions, fees, performance, and risk information remain associated with the agreement.
Keep mandate performance and reporting together with investor communications throughout the mandate term. Teams can maintain a central record of stakeholder conversations, while visibility of upcoming reviews and renewals helps keep important mandate activities in view.
Built for asset managers in institutional market.
NetFlow for Institutional market brings together the information, activities and communications needed to manage institutional investors, win mandates, and track mandate performance and reporting, providing a connected view of relationships and business activity in one place.
Features
NetFlow brings together powerful relationship management, intelligent insights, and connected workflows, giving wealth management teams the capabilities they need to manage relationships, uncover opportunities, and drive growth.
Salesforce Powered
Built on Salesforce to deliver enterprise-grade security, scalability, and extensibility.
Agentforce Sales (formerly Sales Cloud)
Manage prospects, activities, and relationships throughout the lifecycle.
Agentforce for Financial Services (formerly Financial Services Cloud)
Connect financial relationships, client information, and processes within one unified platform.
AI-Powered Assistance
Use Agentforce to surface insights and support everyday relationship management activities.
Headless 360
Make NetFlow capabilities accessible wherever teams and AI agents work, powered by Salesforce’s trusted platform.
Intelligent Activity Capture
Automatically capture relevant emails and meetings to maintain complete relationship histories.
Analytics & Tableau Dashboards
Turn relationship and business data into actionable insights through interactive Tableau dashboards.
Mobile Support
Access critical relationship information and manage activities wherever business takes you.
Relationship 360
Bring borrower, investor, and relationship information together into one connected view.
Interaction Management
Capture client and prospect interactions to maintain a complete engagement history.
Prospect Re-Engagement
Identify prospects worth reconnecting with using relationship history and actionable insights.
Pipeline Management
Manage prospective, active, and matured Opportunities through customised pipelines and workboards.
Workflow Management
Configure workflows and processes to align with your organisation’s operating requirements.
Milestone Management
Track key milestones, deadlines, and progress throughout every deal and investment lifecycle.
Investment & Transaction Insights
View investments and detailed transactions, including contributions, rollovers, and other activity.
How do you get NetFlow for Institutional Market?
If you’d like to learn more or have any questions, please send us a note and we’ll set up a time to chat.
