DOWNLOAD:

APS Asset Management Case Study

A testimonial from an asset management firm headquartered in Singapore

In 2018, APS Asset Management decided it was time to invest in a modern CRM tailored to hedge funds' needs. The team knew they needed a system to better manage their client pipeline and track activities. They faced challenges like:

☑ Manual copying and pasting of emails
☑ Limited insight into changes made in Excel
☑ Time-consuming process for adding notes and activities
☑ Lack of mobile access to the database

Download the case study to learn why APS Asset Management chose Dynamo.