Client Relationship Management
The My Alts Data CRM, is a customized strategy and
technology platform for managing interactives with existing
and potential clients. Our CRM involves proprietary software
and systems to collect, organize, and analyze customer data
to improve customer relationships.
This will help Financial Advisor and Fund Sponsor Users improve client experiences,
build stronger relationships, and ultimately drive revenue growth beyond private
funds into other advisory functions and products.
Key Features
Essential Tools To Manage and grow client relationships.
1
Lead Management
Module
Objective: Capture and convert prospects efficiently.
- Structured pipeline: New → Contacted → Qualified → Converted
- Assign leads to Advisors/Teams
- Auto-follow-up reminders
- Integrated from landing pages, emails, 3rd-party CRMs
Impact: Improves conversion rate & sales cycle visibility.
2
Client Engagement
Metrics
Objective: Detect client health and engagement risk.
- Activity tracking: logins, interactions, updates
- “At-risk” flagging for inactive clients
- Advisor engagement analytics
Impact: Helps proactively reduce churn.
3
In-App Advisor Notes
(Private)
Objective: Empower Advisors and Fund Sponsors to personalize service.
- Private client-specific notes, hidden from clients
- Admin can view and manage note permissions
Impact: Enhances contextual relationship management.
4
Meeting Summary
Templates
Objective: Standardize post-meeting communication.
- Auto-template triggered post-Calendly call
- Editable by Advisor
- Share via secure message or download
- Integrated from landing pages, emails, 3rd-party CRMs
Impact: Saves time and ensures consistency.
5
Client Feedback &
Satisfaction Surveys
Objective: Capture service quality directly from clients.
- Embedded NPS/feedback after key interactions
- Automatically saved in client profile
- Filter and report feedback per Advisor
Impact: Informs training, support, and retention efforts.
6
Client Referral
Tracking
Objective: Incentivize and measure referrals.
- Record source of referral
- Analytics to identify top referrers
Impact: Improve System Clients
