CASE STUDY: ASSET MANAGEMENT
Digitally transforming asset management product sales processes
First Metro Asset Management, Inc. (FAMI) uses QuickReach to build flexible digital solutions that fit the exact needs of the organization and accelerate the effectiveness and productivity of asset management/financial product sales processes
Solution Overview
Name
Sales Lead Management
Development Time
Less than 1 month
Business Value
Visibility on leads
Time savings on manual data encoding
Development Time
App accessible by account managers and sales teams for lead monitoring
About FAMI
First Metro Asset Management, Inc (FAMI) is among the most trusted and best-performing mutual funds in the Philippines. They committed to providing every Filipino the best opportunity to make their wealth and assets grow even further.
KEY POINTS
The Process Before Using QuickReach
FAMI engages in the mutual fund business and promotes savings mobilization, and advocates investment literacy among Filipinos
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A key initiative for FAMI was to improve sales processes and to veer away from manual data encoding into spreadsheets that cause inefficiencies
How QuickReach Helped
In a matter of days, FAMI was able to create their own lead management app for the sales team to use in tracking the progression of their leads
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This provided better visibility on leads and improved data accuracy and security
