Blumont Capital Charts Its Growth in the Hedge Fund Market

BluMont Capital is one of Canada's fastest growing hedge fund companies, with more than C$775 million under management. With its quick growth, though, the firm felt it needed to improve its contact management system, including the ability to feed sales information securely to its reps and send out personalized email. Plus, any new system needed to take account of confidentiality and security essential for a financial services firm.

BluMont conducted a thorough needs analysis and eventually decided to work with Salentica to use Microsoft Dynamics CRM to give it "a 360-degree view of all client touch points--sales, service, marketing and support."