Front Office Practice

Our front office practice includes both IR & Fundraising and Investment process experts. These specialists work with Private Capital firms to digitalise front office process, reducing manual effort and enabling their teams to make the best use of their valuable time.

Our front office team has extensive experience successfully implementing CRM systems for large, multi-asset class, multi-office location managers. They have worked with all the leading Private Capital CRM software vendors, and have a wealth of best practice expertise.

This team has significant change management expertise. We know that the biggest challenge for a CRM project is getting the team to actually use the system. We work with them to optimise their deal flow and fundraising processes and reporting, to achieve consistent usage and high adoption rates.

Services of the Front Office Practice

  • Investment and Investor Relations teams change management
  • Fundraising & deal pipeline process optimisation
  • CRM system selection and implementation
  • CRM system assessment and improvement
  • Ongoing CRM platform management
  • Data stewarding advice and support