ING Investment Management

Asset management firm achieves pan-European visibility into client relationships and improves efficiency with CRM solution from CDC Software

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Customer Snapshot

ING Investment Management provides a comprehensive range of investment solutions and services to clients and partners, managing assets for institutional clients, fund distributors, and the ING labels. In Europe, ING IM has €146 billion in assets under management and 500 clients, ranking #27 on IPE's list of the top asset managers active in Europe.

Challenges

  • Needed a CRM solution to provide complete pan-European visibility of clients
  • Needed system flexible enough to model its unique processes
  • User-friendliness was critical to user adoption

Results

  • Provides a common client view at all times across roles, departments, and countries
  • Facilitates reporting to both clients and management 
  • Tracks key performance and risk indicators and complaint handling
  • Facilitates compliance tracking and security management
  • Streamlines client communications and event management