Celera is a recognized innovator in information technology solutions for mutual fund and institutional managers, insurance companies, retirement plan providers, banks and broker dealers. Our flagship SalesStationTM solution is a powerful data management platform, built around a sophisticated data warehouse repository that collects and consolidates daily asset and transaction feeds.
- Vital daily sales and asset intelligence to drive sales and effectively compete
- Insightful reporting and analytics tools to enable business-critical distribution decision making
- Detailed views into Channel, Territory, Product, Firm, Office and Advisor sales and assets
SalesStationTM CRM for asset managers elegantly and seamlessly integrates enterprise-wide sales and asset tracking information into Salesforce.com, the world’s leading CRM provider. Our solution features “out of the box” user-friendly overlay templates, reports and dashboards, customized and designed specifically to capture and display client profile information specific to mutual fund and investment advisory companies.
Designing customized solutions well suited to an organization’s specific needs requires more than a best in class information technology platform; it requires practical know how and industry experience. That’s where Celera’s broad financial services strength makes the difference.
The Celera team represents decades of experience leading, managing and supporting the distribution, operations and IT efforts of successful and prominent investment and insurance organizations. Our team credentials include MBAs, CPAs, financial analysts, systems analysts, and hands on operations managers and executives who have supported a diverse range of asset management distribution organizations.
Our CRM consulting practice includes Certified Salesforce professionals, experienced business analysts and highly skilled developers with particular expertise in managing and migrating data and converting legacy CRM systems to Salesforce.com. We offer a breadth of consulting and ongoing support services, including project management and planning, requirements definition, configuration and customization, AppExchange/third-party app integration, system administration, and end-user training and support.
Celera possesses unparalleled expertise in delivering best of class CRM solutions, customized specifically to suit the needs of asset management distribution organizations. Whether your firm is just getting started with CRM or seeking to build an entire sales, marketing, communications and service strategy on our robust and fully customized SalesStationTM CRM platform, our specialized experience and know how will help you envision and achieve successful outcomes.