Customer Snapshot: Julius Baer Investment Management LLC

US investment advisor uses Pivotal CRM to create comprehensive data repository

Julius Baer Investment Management LLC is a US-registered investment advisor wholly owned by the Julius Baer Group. With its many years of experience, recognized specialists and proven products, Julius Baer ranks as one of the world's leading providers of investment fund and mandate services.

Challenges

  • Improve customer relationships
  • Improve Customer Service
  • Integrate existing data

Results

  • Empowers firm to better manage relationships with clients and third-party contacts with a single centralized corporate data repository for information
  • Enables firm to effectively manage deals, forecasts, and request for proposals through CRM system
  • Enables firm to ensure consistency in client service