NO CODE CASE STUDY: ASSET MANAGEMENT
Digitally transforming asset management product sales processes
First Metro Asset Management, Inc. (FAMI) uses Steer to build flexible digital solutions that fit the exact needs of the organization and accelerate effectiveness and productivity of asset management/financial product sales processes
Solution Overview
Time savings on manual data encoding
Name
Sales Lead Management
Development Time
Less than 1 month
Business Value
Visibility on leads
Functionality
App accessible by account managers and sales teams for lead monitoring
KEY POINTS
> FAMI engages in the mutual fund business and promotes savings mobilization, and advocates investment literacy among Filipinos
> A key initiative for FAMI was to improve sales processes and to veer away from manual data encoding into spreadsheets that cause inefficiencies
> 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
> This provided better visibility on leads and improved data accuracy and security