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BST Awards 2021: Best buy-side CRM platform—Contemi Solutions  

Product: CRM System

 

OVERVIEW

Contemi CRM is designed to provide wealth management professionals with real-time, 360-degree views of every interaction with prospects and clients. 

Typical user-firms: asset and wealth managers, fund distributors, hedge funds, brokers, family offices, IFAs/RIAs. 

Contemi won two new clients in Asia-Pacific and made six new appointments in its leadership team.

 

 

“We are excited to be able to offer our clients the opportunity to electronically view and retrieve information

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