Imagineer’s mission is to bring technology to businesses, enabling them to succeed. With this goal, Imagineer collaborates with its clients to provide future-proof solutions to help them succeed in tasks, keeping in mind that “one size does not fit all.” The company offers flexible cloud, mobile, and desktop software applications that assist hundreds of global asset managers and allocators in the areas of customer relationship management (CRM), web reporting and design, and fund research tracking.
"Using Clienteer, asset managers and allocators can visualize compliance reporting, investor account performance, product tear sheets, and investor liquidity"
The Flagship Product— Clienteer
Imagineer offers an intuitive and highly configurable CRM platform— Clienteer explicitly designed to assist hedge funds and institutional asset managers in investor relations, sales and marketing, operations, compliance, and the various workflows related to these activities. The fund marketing and investor relations platform proactively manages and tracks capital account activity such as subscriptions, redemptions, capital calls, transfers, and more with built-in workflow functionality and reporting tools. Using Clienteer, asset managers and allocators can visualize compliance reporting, investor account performance, product tear sheets, and investor liquidity. The data generated can be integrated with other platforms used for fund administration, accounting, and data aggregation to capture more investment data at the class, series, and tranche levels.
It includes a comprehensive suite of features wrapped in an easy to use and powerful user interface that streamlines communication between investors and prospects while also keeping track of client accounts and transactions. Unlike most CRM tools, Clienteer supports multiple subscription levels and deployment options that can scale to the needs of any organization.
Imagineer helps hedge fund investor relations, fund marketing, and investment research professionals effectively manage their client and fund manager relationships
Recently, Imagineer released a set of new features in Clienteer to expand the capabilities of its web as well as a desktop application and enhance the level of customization available to each of its clients. Clienteer Web has introduced features like timeline screen, fund and accounts screen, fund one-page report, and link tracking and document watermarking. The timeline screen simplifies organizations’ external communications with investors, prospects, and third parties. Users can view all investor accounts, funds, and related details on the newly added account and funds screen. Through these screens, customers can add new funds, access saved views, and quickly filter their data.
Users can also generate a fund one-page report, which is a tear sheet that compares customers’ fund-level returns or account performance to different benchmarks using data from the platform. This feature empowers the users to determine the fund, select a template, decide on the indices for comparison, and choose a date range. Such flexibility allows them to easily adjust the tear sheet to meet the needs of particular investors and prospects.
Similar to Clienteer Desktop, customers can now embed a link within the body of their group email in Clienteer Web and track the recipients clicking on the link. They can convert a document or website to a trackable link, which can be useful in developing a deeper understanding of how organizations interact with each other. Additionally, customers can apply for personalized watermarks to documents within Clienteer Web, reducing the risk while sending out document distributions to investors or prospects.
In Clienteer Desktop, fund screen fields are user-defined and customers can also customize their fund and account screen names. This feature allows users to change fund and account nomenclature anywhere within Clienteer. Another feature in this version is the ability to create custom fields and adjust the layout on the fund screen, giving users more flexibility in how they use Clienteer.
Optimizing the Workflow
A centralized knowledge platform and an efficient workflow, both are equally imperative for hedge fund managers to effectively communicate across teams and service their clientele during the capital raising periods. In most of the cases, a hedge fund’s compliance, accounting, and investor relations teams each utilize an individual database to store information critical to their job functions. These separate databases are not always inclusive and often require a constant flow of communication between teams, which can lead to loss of important details and hinder workflow efficiency. With the teams expanding, cross-pollination of knowledge and process becomes more critical.
A global investment firm recognized this challenge as they reached a growth stage with their event-driven and multi-strategy investment approach. The firm had previously leveraged an in-house contact management system to provide their investor relations, marketing, finance, and compliance teams a hub for necessary investor details. Although the system was designed keeping the processes in mind, they realized the need for an industry-wide solution like Clienteer, which handles several general use cases hedge funds encounter on a regular basis.
Beyond traditional CRM capabilities, Clienteer provided a suite of investment industry-specific features, allowing organizations to track investor accounts, transactions, and crucial regulatory data points. Clienteer centralized all critical investor related data and resolved complex reporting challenges, helping businesses to bridge the gap between various departments and modify firms’ processes.
Clienteer stored critical data pertaining to compliance, accounting, investor relations, and marketing, making the system a hedge fund’s ideal centralized knowledge base. The platform’s reporting capabilities allowed the investment firm’s clients to extract information from several resources, gathering useful data from different teams into one report. The firm utilized a set of detailed Clienteer reports that combined compliance, accounting, investor relations, and marketing data, helping them effectively distribute information to connect their various teams. Clienteer became a critical component of their operational infrastructure, assisting the firm in optimizing their workflow and better serving their investors and prospects.
Imagineer actively partners with software providers to integrate Clienteer into their platforms, serving the asset management and allocator industries to better enhance their clients’ experience and optimize their workflows further.