Asset Management: Digital & on one platform


CAMP stands for Cloud Asset Management Platform and enables the operation of all participants in the asset management process in one solution:

  • Fund Provider: Maintains an overview of its distribution channels and the corresponding interactions between customers, distributors and vendors.
  • Investor: Is proactively informed about their investments, regardless of whether retail funds or structured products are involved
  • Sales: Gives insight into customer and product data

Cloud based

CAMP is based on the cloud platform Salesforce. This ensures that your processes are where they are needed: With partners & customers.

Mobile

Whether on the road or in the office - CAMP can be used from anywhere: from a smartphone, tablet, laptop or PC.

Data protection

CAMP serves the GDPR, EU directives on data protection and the BaFin requirements for cloud-based services.

Platform

Customers and sales partners have access to the same data - in real time. You control who has access to what.

Investor


The investor receives a direct real-time insight into his investments, e.g. into the yield data such as solar radiation or kilowatt hours of his sustainability fund or the performance and distribution data of a retail fund for private customers.

The investor is regularly informed via an automated channel: e.g. about the purchase of a new property in a real estate environment or about the market development of a region. All this can be done via chat, e-mail or social mail.

Sales


The sales department gets an insight into all relevant information for the sales process. With CAMP, the sales department can, for example

  • View the securities account movements of his customer
  • Exploring demand for new product ideas
  • Easy and mobile recording of visit reports
  • Obtaining overviews of goal attainment

Asset Manager


In addition to an overview of sales and customer activities, as a fund provider you also receive many other functions for managing your assets, such as

  • Asset sourcing (the purchase of an asset, e.g. a real estate fund)
  • Event management (e.g. for trade fair visits, campaigns or shareholder committee meetings).

CAMP lets you control which functions and information are available to which attendees. You get a direct line to your most important business partners: the sales department and the customer. Completely digital.

Asset management in the cloud


With CAMP, you can move all asset management processes paperless to the cloud and give your customers and sales partners access to all important information from any location – from smartphones, tablets or PCs. CAMP digitizes all forms that previously had to be sent manually by post, fax or e-mail attachment. This not only makes the processes faster, but also better: As the customer enters his address with one hand, for example, you do not need an additional person to enter the data and no cost-intensive principle of dual control. The result is a high saving of time and costs with increased quality. CAMP enables a seamless and fully digital process: The agent prepares, the customer signs and the supplier executes.

Highest security standards and German data protection guidelines


CAMP was created by the recurring requirements of fund companies and meets all regulatory requirements for operations in Germany through the Salesforce foundation. In addition to TÜV and ISO certifications, this also includes compliance with BaFin requirements for cloud providers in the financial sector. In accordance with the European data protection guidelines, your data remains exclusively your property and is stored in the German high-security centers of T-Systems Germany.

All features of CAMP


Basic


CRM

  • Interested Parties / Customers
  • Activity Tracking
  • Appointment Management
  • Outlook Synchronization
  • Meeting Minutes (PDF)

Fund

  • Master Data Administration
  • Dynamic Data (Prices, Ratings, Distributions)
  • Factsheets

Reporting

  • Customizable Reports
  • Customizable Dashboards

Enhanced


Marketing

  • Newsletter Administration (Double Opt-In / Unsubscribe)
  • Microsites
  • Campaign Management
  • Event / Participant Management

Sales

  • Sales Funnel
  • Opportunity Management

Real Assets

  • Various Asset Classes (Real Estate, Aviation, ...)
  • Asset Sourcing
  • Contracts

Portfolio Management

  • Customer Deposits
  • Reference Portfolios
  • Interface to Fund Accounting (E.g. Diamos)

Portal Access


Third-party Sales (IFA’s)

  • Customer Administration
  • Portfolio Management
  • Drawing Submission
  • Commission Settlement

Fund Manager Portal

  • Fund Manager Portal
  • Product Overview

Retail Customer Portal

  • Portfolio Overview
  • Transactions
  • Customer Reporting

With CAMP, you stay flexible: The Salesforce foundation allows you to make far-reaching adjustments according to your needs. CAMP integrates seamlessly with existing systems and can be customized individually.

Request a free demo

Contact us and we will show you how CAMP can revolutionize your customer relationships. Experience the asset management CRM of the future and get an overview of customer management, partner support, products, evaluations, processes and documents.

Adrian Casanova - Sales - Onivation - Salesforce

Adrian Casanova

Director Sales


  • 069 3640 470 272