GMA Launches Salesforce Solution for Asset Managers, Wealth Managers and Hedge Funds

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GMA Consulting, the London-based IT consultancy specialising in collaboration, cloud and CRM solutions, is pleased to announce the launch of a tailored Salesforce-based CRM solution for asset managers, wealth managers and hedge funds.

GMA Consulting is a Salesforce partner and has a strong history in working with financial services clients. Now, in a natural progression, GMA is launching an enhanced CRM solution for Salesforce which has been designed specifically for asset managers, wealth managers and hedge funds.

Salesforce is the market leading CRM system and is widely used within the financial services industry. Whilst Salesforce is a popular choice, some of GMA’s clients have said that the ‘out of the box’ functionality is missing some features that would make it an essential part of their business. These clients may reject 80% of a great CRM product because that 20% is not there.

GMA, in collaboration with industry CTOs, has designed and configured an enhanced Salesforce CRM solution. The solution is designed to be straightforward and cost effective, providing asset managers, wealth managers and hedge funds with the tools they need to better manage their relationships.

“We are delighted to be launching our CRM solution for Salesforce. We believe that it will provide our customers with the functionality that they have told us that they want” said Ben Grey, Director at GMA Consulting.

GMA’s enhanced solution includes:

  • Management of high net worth individuals as well as institutions
  • Mapping of clients associated roles with organisations outside their main employer, e.g. Non-Executive Directors.
  • Print friendly summary sheets for client and contact information
  • Easy email marketing

Implementation of GMA’s solution requires a package to be installed in Salesforce with additional configuration and customisation based on the client’s requirements. The benefits of this package installation approach include:

  • Low cost
  • Rapid implementation
  • Use all the features of standard Salesforce
  • Can be configured to the client’s needs. e.g. changing field names and page layouts
  • GMA enhancements are available on mobile devices such as iPhones and Android

Organisations interested in learning more should:

About GMA Consulting
GMA is a London-based IT consultancy which works exclusively with Financial Services clients. Firms in the sector face similar challenges in a number of areas including compliance & regulation, operations and client-facing communications. We help our clients by using collaboration, cloud and CRM technologies, such as Microsoft SharePoint and Salesforce, to rapidly and cost-effectively deliver business applications to meet challenges such as these. In essence, we make our clients’ lives easier by helping them run their organisations more efficiently and effectively.

About Salesforce is the world's #1 sales application. It provides all the CRM capabilities customers expect, along with everything they need to grow revenue, boost productivity, and get visibility into their businesses. For more information visit

Media Contact:
GMA Consulting Services Limited
+44 (0)20 7960 2880

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Ben Grey
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