CRM & Distribution
Axxsys recognises that the Client Relationship Management and the ability to access the appropriate Distribution Channels (as well as Client Reporting) is key to maintaining client satisfaction.
The importance of customer relationship management has come to the forefront in the financial
sector. We have developed a number of services to support this effort with focus on data as well as
the distribution of information.
In the last few years, an important goal for many Asset Managers has been to ensure the flow of client and fund information in a near-real-time manner.
Having a “dashboard-style” view of one’s business, as well as the evolution of tools like Salesforce and Salespage, has placed a firm emphasis on ensuring that the correct connectivity is in place to provide this vital business intelligence. Clients also need to ensure that the data model supporting the representation and flow of this information is vetted and implemented.
Many factors can affect the accuracy of this data, such as the need for firms to be Fund Administrators, Accountants and Custodians all at once, and the fact that services are being put in place to provide a stronger industry-wide representation of Client Hierarchy, Fund Ts&Cs and Fact Sheets.
Axxsys is well placed to provide advisory and implementation services focusing on the provision of stronger business intelligence across our clients’ organisations.
Axxsys recognises that the Client Relationship Management and the ability to access the appropriate Distribution Channels (as well as Client Reporting) is key to maintaining client satisfaction.
Axxsys gives you flexibility as a business, and the comfort that regulatory expertise is at hand, not only to advise on regulatory changes, but to deliver that change.
Axxsys' Target Operating Model service is the strategic blueprint for organisation, processes & technology, enabling our clients to redesign the operating model to optimise the business.
Having in place all the necessary controls, security and adherence to regulatory reform will make your business and your clients feel more secure. However, Alpha generation is every bit as important for your business to focus on.
Axxsys can provide a service that ensures you have all the necessary benchmark data, the latest decision support tools and access to new analytic technologies being adopted by your competitors, as well as any solutions currently in development that you need to be aware of.
This ability to align our practices, whilst coupling Front Office processes with extensive Data Management capability, can offer you significant competitive advantage – especially when combined with the tools and techniques you need to access information within the big data environment.
A smooth transition to a new system or processes is key to reduce potential operational risk issues and errors and ensure the benefits from a new infrastructure are achieved.
Axxsys provides development and configuration services across a number of standard products and tools for the financial sector.
Axxsys Programme and Project Management can help control and manage cross-dependencies across multiple project implementations and ensure the overall strategic objectives are met and change is delivered on time and on budget.
Axxsys QA Services is offered across the industry and targets the core change elements - Business requirements, designs, testing and deployment, together with QA of change management processes, project governance, people and capabilities.
Accurately capturing business requirements and the target process model is key to achieve value from any change management project.
The Axxsys Design Service is the activity of modelling the future operational processes via a design. The overall objective is to increase efficiency, speed and the quality of the design process.
We provide a framework that includes Test Management, Governance, Test case creation and execution services.
The Axxsys Technology Architecture Service will ensure the infrastructure you choose will provide the best tools and systems suited to support the requirements and demands of your organisation.
Many Asset Managers are reviewing their business model to distinguish between retail and institutional investment clients, whilst also carefully observing the digital investment advice space.
Larger Asset Managers are investing in these new “Robo-Advisers” alongside their traditional sales and distributions channels. At Axxsys, we can provide a review of all relevant market trends, whilst assessing their level of applicability or threat to your business. We can also include a digital distribution, either through our Management Consultancy business or a Target Operating Model review, to help you stay ahead of the curve.
Axxsys' Business Continuity Planning Service provides planning around key supplier information, prioritised lists of critical functions and disaster response plans.
With Operational Services (OS) from Axxsys, an organisation can manage its technology platform in a cost-efficient manner.