Optimizing CRM Database Management and Asset Allocation Accuracy for a Leading Investor Intelligence Firm

Executive Summary

A leading alternative investor intelligence firm supporting global asset managers required a reliable partner to enhance data accuracy, streamline CRM updates, and accelerate fundraising operations. The platform manages investor and fund allocation data for multiple clients, collectively overseeing over EUR 100 trillion in assets under management (AUM).

The Challenge

The client struggled with multiple pain points in maintaining an effective CRM database:

• Difficulty in maintaining accurate and regularly updated financial data on asset allocation in a structured, accessible format.
• Outdated or incomplete investor contact details, making it difficult to reach decision-makers across Limited Partnerships (LPs).
• Inefficiencies in fundraising and investor relations workflows due to inconsistent database visibility.
• Need for a consistent professional positioning of investor data to support business development and engagement.

The Solution

Decimal Point Analytics deployed a structured data enhancement and CRM optimization framework to deliver accuracy, efficiency, and process reliability.

Key actions included:

• Conducted multi-source data validation and cross-referencing to extract credible, publicly available investor and fund details.
• Verified and updated contact information of key decision-makers to ensure precision and eliminate duplication.
• Mapped investor data to relevant professionals and fund entities for seamless CRM integration.
• Established an error-free data management process through coordinated checks, process optimization, and automation-enabled updates.

The Results

The collaboration empowered the client with enhanced database visibility, efficiency, and accuracy:

• 30% reduction in turnaround time (TAT) for CRM and database updates
• 99.5% data accuracy in financial and contact records through stringent quality checks.
• Improved fundraising outcomes driven by reliable investor intelligence.
• Freed up internal resources, enabling teams to focus on strategic activities.
• Strengthened client trust through a robust and up-to-date CRM system that powered faster decision-making and engagement.

Key Takeaways

By integrating verified multi-source data validation and efficient CRM workflows, Decimal Point Analytics helped the client achieve faster updates, higher accuracy, and improved investor engagement driving measurable fundraising success across their global asset management ecosystem.

Conclusion

By combining AI-driven automation, rigorous quality control, and a client-centric approach, Decimal Point Analytics provided a high-value CRM database management solution. This enabled the client to maintain a seamless, error-free database, empowering their fundraising team to make data-driven decisions with confidence and achieve superior investor relations outcomes.

Ready to optimize your CRM database and boost fundraising efficiency? Contact DPA