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A solution tailored for asset managers to increase revenue & operate at full potential.

Cookie cutter CRM software isn't good enough, Compass goes beyond to connect systems, data and people with superior workflows.

Skyrocket revenue through advanced lead generation and efficient sales prioritisation.

Reduce operational costs by eliminating redundant tech and maximizing the utilisation of existing tech.

Boost productivity through intelligent automation and instant access to accurate information.

Promote a culture of accountability and high performance through transparent KPIs.

 

 

"Compass was developed specifically for asset managers, guaranteeing quicker and better results through embedded industry-specific strategies and features."

 

 

 

 

Compass modules

Holistic eco-system across Marketing, Sales & Operations

Generate revenue with higher quality leads with the Marketing module.

  • Machine learning and predictive analytics to identify patterns and generate qualified leads at scale for higher win rates.
  • Front-end tool "Channel Performance" to measure channel and campaign performance based on the company's strategy and KPIs.
  • Front-end tool "Audience Builder" to create client targets lists with client and our complete marketing prospect data.
  • Framework and tools: to test, measure and opimtise ROI of your multi-channel marketing campaigns with ease.

Grow your pipeline and close more deals with the Sales module.

  • Front-end for sales prioritisation for each of your sales strategy and processes, all in one place and completely automated.
  • Complete consolidation of your company & clients data including company's data (registry, platforms) and market data (prospects, competitors, social data, etc...)
  • Front-end for customer 360 with all the information you ought to know to prepare meetings better and support your client and leads.

Oversee your business health and your teams execution with the Operation module.

  • Front-end for your complete business overview to measure and monitor the company's health and the progress of your key initiatives.
  • Front-end for coaching and empowering employees by providing transparent and factual data to measure contributions.
  • Monthly reports and snapshots with key strategy insights to zero-in on the important fact at the c-level.

 

 

How we do it: the Data Factory

Our Data Factory processes, consolidates and enhances data using deep machine learning and proprietary algorithms.

 

 

Technology

We use any no-code solutions where possible but our technology usually goes beyond those capabilities. All choices are made based on performance, scalability and security.