Improving CRM Accuracy and Investor Relations with Clean Data

Client Overview

A leading investment management firm managing global portfolios sought to improve the effectiveness of its CRM system. With rising investor expectations and complex data flows, maintaining clean, consistent, and actionable information was a pressing need.

Problem Statement

The CRM system had become difficult to manage due to:

• Multiple inconsistent investor profiles
• Data duplication and manual errors
• Lack of standardized data across touchpoints
• Limited visibility into investor communication history

These challenges hindered efficient communication, slowed reporting, and compromised fundraising effectiveness.

Solution Provided

Decimal Point Analytics implemented a robust data management strategy focused on accuracy, consistency, and usability. The engagement involved:

• Data Cleansing and Standardization: Removing duplicate entries and aligning formats across investor records.
• Master Data Governance: Establishing clear rules and protocols to maintain ongoing data quality.
• Workflow Automation: Enabling real-time updates and integrating external sources to avoid manual dependencies.
• Enhanced CRM Reporting: Deploying structured views for relationship teams to monitor investor touchpoints effectively.

Outcome

Post-engagement, the client achieved:

• 99% data accuracy across CRM investor profiles
• Improved investor visibility with reliable, timely information
• Streamlined fundraising efforts through automation and enhanced targeting
• Faster reporting cycles with reduced manual intervention

The CRM became a strategic tool rather than a data burden—driving more confident and effective engagement decisions.

Key Takeaway

Accurate data is essential to derive maximum value from CRM systems. With structured data governance and automation, investment firms can reduce inefficiencies, elevate investor experiences, and boost internal productivity.

Transform your CRM into a high-performance engine for investor engagement.
Connect with Decimal Point Analytics to learn how our data management solutions can support your firm.